TickerKhojWhiteOak Capital Mutual Fund · Equity · Large Cap · Regular plan
WhiteOak Capital Large Cap Fund - Regular Plan - Growth
₹14.388NAV on 2 Nov 2026Expense ratio 2.47%
3 Nov 2025NAV low 13.33 · high 15.54-5.7%
In plain words
Over 3 years it returned +11.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.8%.
On 3-year return it ranks 4 of 30 funds in Large Cap.
A monthly SIP over 3 years ended ₹9,827 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 | +2.4% | +1.9% |
| 3 months | -4.7% | -5.1% |
| 6 months | -0.0% | -3.2% |
| 1 year | -5.3% | -10.2% |
| 3 years (yearly) | +11.6% | +7.4% |
| Since start (yearly) | +9.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,244 | -4.2% |
| 3 years | ₹3,60,000 | ₹3,74,618 | +2.6% |
Other plan of this fund: WhiteOak Capital Large Cap Fund - Direct Plan - Growth