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WOC Mid Cap Fund(G)-Direct Plan

WOC Mid Cap Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

+21.19%

3Y annualised

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NAV : 13 Nov 2026

₹23.58

Min. SIP amount

₹100

Fund size (AUM)

7785 Cr

Expense ratio

0.55%

Launched on

07 Sep 2022

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹4,04,731

Stock Allocation

Stock nameSectorAllocation
Clearing Corporation Of India LtdCash & Cash Equivalents And Net Assets5.19%
Bharti Hexacom LimitedTelecom3.20%
Coforge LimitedIt3.14%

Fund Composition

₹7785 Cr

Large Cap

2.47%

Mid Cap

59.61%

Small Cap

22.28%

Others

15.64%

Sector Allocation

₹7785 Cr

Finance

14.19%

Healthcare

12.63%

It

10.16%

Domestic Equities

8.13%

Bank

6.63%

Capital Goods

5.39%

Cash & Cash Equivalents And Net Assets

5.29%

Treasury Bills

5.02%

Others

30.08%

Minimum investments

Min. for SIP₹100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 1M, Nil after 1M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RM

Ramesh Mantri

Present

PB

Piyush Baranwal

Present

TA

Trupti Agrawal

Present

DP

Dheeresh Pathak

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+22.27%
I

Invesco India Midcap Fund(G)-Direct Plan

+23.97%
B

Bandhan Mid Cap Fund(G)-Direct Plan

+18.30%
J

JM Mid Cap Fund(G)-Direct Plan

+18.56%
W

WOC Mid Cap Fund(G)-Direct Plan

+21.19%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
U

Union Midcap Fund(G)-Direct Plan

+17.00%
I

ICICI Pru Mid Cap Fund(G)-Direct Plan

+20.48%

FAQs

WOC Mid Cap Fund(G)-Direct Plan is a part of WhiteOak Capital Asset Management Limited, it was incepted on 07 Sep 2022. This fund is managed by Ramesh Mantri, Piyush Baranwal, Trupti Agrawal and Dheeresh Pathak. It is a Equity type of fund.

The current NAV of WOC Mid Cap Fund(G)-Direct Plan is ₹23.58 (as of 13 Nov 2026).

WOC Mid Cap Fund(G)-Direct Plan has delivered 10.38% in 1 year, 21.19% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for WOC Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of WOC Mid Cap Fund(G)-Direct Plan is 0.55%.

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