WhiteOak Capital Mutual Fund · Equity · Multi Cap · Regular plan
WhiteOak Capital Multi Cap Fund - Regular Plan - Growth
₹15.453NAV on 2 Nov 2026Expense ratio 2.21%
3 Nov 2025NAV low 13.39 · high 16.49-1.2%
In plain words
Over 3 years it returned +15.8% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.2%.
On 3-year return it ranks 2 of 22 funds in Multi Cap.
A monthly SIP over 3 years ended ₹9,716 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 | +0.0% | +4.6% |
| 3 months | -4.1% | -3.8% |
| 6 months | +3.5% | -1.6% |
| 1 year | -0.5% | -8.1% |
| 3 years (yearly) | +15.8% | +8.0% |
| Since start (yearly) | +15.0% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,226 | +1.9% |
| 3 years | ₹3,60,000 | ₹4,02,088 | +7.3% |
Other plan of this fund: WhiteOak Capital Multi Cap Fund - Direct Plan - Growth