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
| Period | Fund | Benchmark |
|---|---|---|
| 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
| Period | Invested | Value now | Yearly 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