NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹19.45
-1.35%
NAV as on 19 Feb 26, 12:00 AM
very high risk
mid cap
equity
NAV as on 19 Feb 26, 12:00 AM
very high risk
mid cap
equity
18.53%p.a.
Last 1Y
25.48%p.a.
Last 3Y
0.00%p.a.
Last 5Y
21.23%p.a.
Since Inception
About WhiteOak Capital Mid Cap Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Mid Cap Fund - Growth scheme from WhiteOak Capital Asset Management Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Sep 2022, WhiteOak Capital Mid Cap Fund - Growth is Mid-Cap fund of its category with 4,467.89 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- WhiteOak Capital Mid Cap Fund - Growth delivered 18.5% annual returns during the last year. It has delivered 21.2% average annual returns since the fund was launched.
- WhiteOak Capital Mid Cap Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Top 10 Holdings
Net Payables
-7.67%
Others CBLO
4.53%
National Stock Exchange Of India Ltd Index ID
0.09%
Embassy Office Parks REIT
0.50%
INVIT POWERGRID INFRASTRUCTURE INVESTMENT TRUST
0.28%
Nexus Select Trust
1.24%
Bank Nifty Index
1.38%
GOVERNMENT OF INDIA 34806 364 DAYS TBILL 15AG25 FV RS 100
0.40%
GOVERNMENT OF INDIA 35321 182 DAYS TBILL 05JU25 FV RS 100
0.10%
GOVERNMENT OF INDIA 35340 182 DAYS TBILL 12JU25 FV RS 100
0.75%
Fund Managers
- Ashish Agrawal (Jan 2025 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Piyush Baranwal (Aug 2022 - Present)
- Ramesh Mantri (Aug 2022 - Present)
- Trupti Agrawal (Sep 2022 - Present)
Key Information
View Scheme Document
WhiteOak Capital Mid Cap Fund - Growth SIP Calculator
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NRI Mutual Fund Tax on WhiteOak Capital Mid Cap Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Mid Cap Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Mid Cap Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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