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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Mid Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 08 Sep 2022 – 20 Aug 2026, limited by WhiteOak Capital Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | WhiteOak Capital Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|
| 08 Sep 2022 | ₹100.00 | ₹100.00 |
| 06 Jan 2023 | ₹99.03 | ₹98.09 |
| 06 May 2023 | ₹100.86 | ₹99.88 |
| 04 Sep 2023 | ₹124.19 | ₹123.63 |
| 02 Jan 2024 | ₹141.38 | ₹141.95 |
| 01 May 2024 | ₹155.41 | ₹156.39 |
| 29 Aug 2024 | ₹182.60 | ₹179.97 |
| 27 Dec 2024 | ₹188.42 | ₹174.42 |
| 26 Apr 2025 | ₹169.92 | ₹163.03 |
| 25 Aug 2025 | ₹192.65 | ₹177.41 |
| 23 Dec 2025 | ₹200.62 | ₹185.03 |
| 22 Apr 2026 | ₹199.60 | ₹183.69 |
| 20 Aug 2026 | ₹222.08 | ₹193.60 |
| Metric | WhiteOak Capital · Regular NAV ₹22.38 Very High risk ★★★★★ | Category median Mid Cap Fund · 34 funds |
|---|---|---|
| +15.10% | +8.71% | |
| +22.78% | +18.06% | |
| — | +16.16% | |
| — | +15.69% | |
| +22.40% | +16.93% | |
| +21.45% | — | |
| +24.73% | +19.07% | |
| — | +16.56% | |
| — | +16.43% | |
| Risk | ||
| 15.88% | 16.23% | |
| 1.02 | 0.74 | |
| 1.40 | 1.00 | |
| -19.68% | -37.39% | |
| Nifty Midcap 150 | — | |
| +4.97% | +0.94% | |
| 0.90 | 0.94 | |
| 104.5% | 96.2% | |
| 84.5% | 90.1% | |
| 2.28% | 2.04% | |
| ₹5,514Cr | ₹7,594Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹500 | — | |
| 235% | 41% | |
| Dheeresh Pathak · 2.4y | — | |
| 08 Sep 2022 | — | |
| 125 | — | |
| 21.8% | — | |
| 1.8% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.