Which funds are similar to WhiteOak Capital Mid Cap Fund Direct-Growth?
Funds similar to WhiteOak Capital Mid Cap Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Mid Cap Fund Direct-Growth, and Nippon India Growth Mid Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of WhiteOak Capital Mid Cap Fund Direct-Growth in its category?
On a 3-year return basis WhiteOak Capital Mid Cap Fund Direct-Growth is ranked 3 out of 37 funds in the Equity: Mid Cap category as of 6 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does WhiteOak Capital Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital Mid Cap Fund Direct-Growth has an expense ratio of 0.95%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.74% and Kotak Mid Cap Fund Direct-Growth has 0.52%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does WhiteOak Capital Mid Cap Fund Direct-Growth's AUM compare to similar funds?
WhiteOak Capital Mid Cap Fund Direct-Growth has an AUM of ₹6,792.14 crore. The peers HDFC Mid Cap Fund Direct-Growth has an AUM of ₹1,05,143 crore and Kotak Mid Cap Fund Direct-Growth has ₹69,282.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is HSBC Midcap Fund Direct-Growth with a CAGR of 24.57% as of 6 Sep 2026. WhiteOak Capital Mid Cap Fund Direct-Growth has delivered 22.29% CAGR over the same period, ranking 3 out of 37 funds. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, WhiteOak Capital Mid Cap Fund Direct-Growth has a Sharpe ratio of 1.01 compared to the Equity: Mid Cap average of 0.72 as of 6 Sep 2026. It ranks 1 out of 37 funds in its category on Sharpe ratio.
