TickerKhojOpen the scanner

WhiteOak Capital Mutual Fund · Equity · Multi Cap · Direct plan

WhiteOak Capital Multi Cap Fund - Direct Plan - Growth

₹16.075NAV on 30 Oct 2026Expense ratio 0.89%
29 Oct 2025NAV low 13.93 · high 17.26-0.6%

In plain words

Over 3 years it returned +17.5% a year, against +7.4% for its benchmark index.

Its worst fall from a peak in the last 3 years was -16.9%.

On 3-year return it ranks 2 of 22 funds in Multi Cap.

A monthly SIP over 3 years ended ₹10,313 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

PeriodFundBenchmark
1 month-1.4%+1.9%
3 months-4.3%-5.1%
6 months+3.3%-3.2%
1 year-0.5%-10.2%
3 years (yearly)+17.5%+7.4%
Since start (yearly)+16.5%+11.2%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,21,134+1.6%
3 years₹3,60,000₹4,14,833+9.0%

Other plan of this fund: WhiteOak Capital Multi Cap Fund - Regular Plan - Growth

Share on WhatsAppShare on Telegram