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
₹19.36
-2.00%
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
36.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
32.28%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 2,676.24 Cr fund under management as on Dec 2024. 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 36.3% annual returns during the last year. It has delivered 32.3% 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
Persistent Systems Ltd
3.22%
Indian Hotels Co Ltd
3.20%
Motilal Oswal Financial Services Ltd
3.06%
Max Financial Services Ltd
2.87%
Muthoot Finance Ltd
2.59%
CG Power & Industrial Solutions Ltd
2.46%
The Federal Bank Ltd
2.41%
PB Fintech Ltd
2.36%
Max Healthcare Institute Ltd Ordinary Shares
2.34%
Info Edge (India) Ltd
2.21%
Fund Managers
- Piyush Baranwal (Sep 2022 - Present)
- Ramesh Mantri (Sep 2022 - Present)
- Trupti Agrawal (Oct 2022 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Naitik Shah (Apr 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Mid Cap Fund Growth SIP Calculator
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For a period of
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Fixed Deposit
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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