TickerKhojWhiteOak Capital Mutual Fund · Equity · Large Cap · Direct plan
WhiteOak Capital Large Cap Fund - Direct Plan - Growth
₹15.187NAV on 30 Oct 2026Expense ratio 0.92%
29 Oct 2025NAV low 14.09 · high 16.36-5.9%
In plain words
Over 3 years it returned +13.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.2%.
On 3-year return it ranks 4 of 30 funds in Large Cap.
A monthly SIP over 3 years ended ₹10,336 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.8% | +1.9% |
| 3 months | -4.9% | -5.1% |
| 6 months | -0.3% | -3.2% |
| 1 year | -5.5% | -10.2% |
| 3 years (yearly) | +13.2% | +7.4% |
| Since start (yearly) | +11.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,302 | -5.0% |
| 3 years | ₹3,60,000 | ₹3,84,891 | +4.2% |
Other plan of this fund: WhiteOak Capital Large Cap Fund - Regular Plan - Growth