Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Mid Cap
+13.5% 3Y
WhiteOak Capital Mutual Fund
Mid Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty Midcap 150 TRI
WhiteOak Capital Mid Cap Fund Direct Plan Growth is an open-ended mid cap scheme managed by WhiteOak Capital Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +12.3% | +9.7% | +2.6% |
| 3 Years | +20.3% | +18.7% | +1.6% |
| Since inception | +24.1% | +21.1% | +3.0% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.06
Category avg beta 0.95.
Sharpe (risk-adjusted)
0.90
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-16.7%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | 14.5% |
| UltraTech Cement Ltd. | Materials | 9.5% |
| HDFC Bank Ltd. | Financial Services | 14.5% |
| Reliance Industries Ltd. | Energy | 10.2% |
| ICICI Bank Ltd. | Financial Services | 5.6% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 9.5% |
| Larsen & Toubro Ltd. | Construction | 9.8% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2019
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
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WhiteOak Capital Mid Cap Fund Direct Plan Growth
Research-only · No transactions