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MCRecommendable#1 in categoryMODERATE BUYPrimary Pick

WhiteOak Capital Mid Cap Fund

WhiteOak Capital MF · Ramesh Mantri + Trupti Agrawal · benchmarked to Nifty MC150 TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required
Prospera VerdictProspera Recommended

Prospera Score 71.1, rated Moderate Buy, and cleared all five research gates with a thin margin (1.1 points above the Gate 5 threshold of 70). Measured against 25 comparable mid cap funds on AMFI weekly Direct-plan NAVs to 30 Sep 2026 (4.1 years of history): largest fall from a peak 18.5%, 3-year return 20.3% a year. Its track record is about four years, so it has not been measured through a full market cycle.

Final Score71.1
1Y Return12.3%
3Y CAGR20.3%
5Y CAGRN/A
AUM₹7.5K Cr
Expense Ratio0.39%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)8.4/10
3–6M price+flow vs benchmark
Consistency (10% weight)10.0/10
3Y/5Y quartile rank stability
Portfolio Quality (11% weight)7.0/10
PE, concentration, churn
Fund Mgr Quality (12% weight)7.0/10
Philosophy, communication, style drift
Valuation Risk (10% weight)7.0/10
Portfolio PE/PB vs category avg
Sector Tailwinds (9% weight)6.0/10
Policy/macro drivers 12-18M
Downside Protection (8% weight)9.6/10
Max DD, Sortino, bear markets
Outperformance Prob. (8% weight)8.0/10
Analyst 12M alpha probability
Mgr Tenure Score (8% weight)4.0/10
Years managing fund → 1-10 score
AMC Quality Score (6% weight)3.0/10
Research depth, AUM scale, compliance
AUM Trend Score (5% weight)6.0/10
Growing=9, Stable=6, Declining=3
Expense Ratio Score (4% weight)8.0/10
Inverse ER — lower cost = higher score
Thesis Strength (2% weight)7.0/10
Analyst 12-24M thesis conviction
Final Score71.1/100
Prospera Research

Why This Fund

Stance: max allocation

Prospera Score 71.1, rated Moderate Buy, and cleared all five research gates with a thin margin (1.1 points above the Gate 5 threshold of 70). Measured against 25 comparable mid cap funds on AMFI weekly Direct-plan NAVs to 30 Sep 2026 (4.1 years of history): largest fall from a peak 18.5%, 3-year return 20.3% a year. Its track record is about four years, so it has not been measured through a full market cycle.

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A
5Y AlphaN/A
Max Drawdown18.5%
Sharpe (3Y)0.94
Sortino (3Y)1.25
Beta1.07
Alpha Consistency94%