WhiteOak Capital Mid Cap Fund Direct Growth

Scheme code: INF03VN01597 NAV value: ₹ 18.2380 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.70	61.73	37.45	35.89

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.35	25.07	37.45
3 year	13.34	45.45	27.47
5 year	3.18	39.21	17.86
7 year	4.3	21.04	14.42
10 year	0.52	21.2	10.97
12 year	0.21	20.47	10.76
15 year	4.97	19.36	10.49

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	26.59	37.45
3 year	13.5	42.73	26.78
5 year	1.21	37.55	16.39
7 year	4.52	19.53	13.88
10 year	3.36	21.04	13.41
12 year	3.48	19.67	13.22
15 year	7.73	20.72	13.16

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.62	37.45
3 year	13.61	42.26	26.51
5 year	4.41	36.78	18.13
7 year	7.26	20.87	16.07
10 year	5.58	22.47	14.68
12 year	4.77	21.65	14.06
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	82.79	30.06	37.45
3 year	14.52	45.86	31.98
5 year	8.43	40.38	23.55
7 year	14.14	28.21	22.07
10 year	14.44	28.8	21.85
12 year	10.67	28.77	21.57
15 year	14.1	29.21	20.92

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	19.94	37.45
3 year	4.76	30.51	15.96
5 year	6.69	25.56	15.08
7 year	8.9	21.06	15.74
10 year	9.82	25.87	16.9
12 year	11.27	24.54	16.79
15 year	12.8	22.2	16.52

- Average return: 37.45% - Median return: 42.38% - Average standard deviation: 6.35

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,54,425	1,54,425	12.87