Edelweiss NIFTY Large Midcap 250 Index Fund vs WhiteOak Capital Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund and WhiteOak Capital Arbitrage Fund is an Arbitrage fund. In the year to 30-10-2026, Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) returned −6.8% and WhiteOak Capital Arbitrage Fund (Direct) returned 7.1%. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and WhiteOak Capital Arbitrage Fund 2.35% (Direct plans). Their portfolios overlap 47.4%: they hold 131 of the same securities.
Edelweiss NIFTY Large Midcap 250 Index Fund
Index
- 1 year return
- −6.8%
- Expense ratio
- 0.37%
- NAV
- ₹16.25
WhiteOak Capital Arbitrage Fund
Arbitrage
- 1 year return
- 7.1%
- Expense ratio
- 2.35%
- NAV
- ₹11.60
Which is better, Edelweiss NIFTY Large Midcap 250 Index or WhiteOak Capital Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- WhiteOak Capital Arbitrage returned more over 1 year: 7.1% against −6.8%.
- Edelweiss NIFTY Large Midcap 250 Index costs less: 0.37% a year against 2.35% (Direct plans).
- WhiteOak Capital Arbitrage fell less in its worst fall since 10-09-2024: −0.4% against −18.9%.
- WhiteOak Capital Arbitrage is the larger fund: ₹2,623 Cr against ₹332 Cr.
- Their portfolios overlap 47.4%: 131 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss NIFTY Large Midcap 250 Index Fund | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Index | Arbitrage |
| AUM | ₹332 Cr (30-09-2026) | ₹2,623 Cr (30-09-2026) |
| NAV | ₹16.25 (Direct) | ₹11.60 (Direct) |
| Expense ratio (Direct) | 0.37% | 2.35% |
| Expense ratio (Regular) | 1.08% | 3.13% |
| Riskometer | Very High | Low |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty 50 Arbitrage TRI |
| Launch date | 01-12-2021 | 09-09-2024 |
| Minimum investment | ₹100 | ₹500 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Manasi Jalgaonkar | Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia |
| Exit load | Nil | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. |
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −1.34% | −6.96% | −3.56% | −6.79% | +11.15% | -- | -- |
| WhiteOak Capital Arbitrage Fund (Direct) | +0.73% | +1.54% | +3.28% | +7.07% | -- | -- | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | -- | -- | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Year-wise Returns
| Year | Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index | WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage |
|---|---|---|
| 2026to date | −7.38% | +5.72% |
| 2025 | +7.89% | +7.43% |
| 2024 | +18.30% | -- |
| 2023 | +32.04% | -- |
| 2022 | +4.04% | -- |
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Edelweiss NIFTY Large Midcap 250 Index Fund
Rolling returns
Every 1-year holding period, 280 of them, one for each trading day from 10-09-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
WhiteOak Capital Arbitrage Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Oct 2025Dec 2024
to
Dec 2025Mar 2025
to
Mar 2026May 2025
to
May 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index | 21.4 | 33.6 | 29.3 | 11.4 | 4.3 | 0.0 | 0.0 | 4.6% | 4.2% | −8.3% | 17.9% | 0% |
| WhiteOak Capital Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.2% | 7.2% | 6.6% | 7.6% | 65% |
| NIFTY LargeMidcap 250 TRI | 18.9 | 33.9 | 30.7 | 11.1 | 5.4 | 0.0 | 0.0 | 4.9% | 4.5% | −8.0% | 18.3% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 10-09-2024. Past returns do not promise future returns.
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-09-2024 to 30-10-2026: 26 instalments, ₹2,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct) | ₹2,60,000 | ₹2,54,588 | −₹5,412 | −1.9% |
| WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct) | ₹2,60,000 | ₹2,80,660 | ₹20,660 | 7.0% |
Edelweiss NIFTY Large Midcap 250 IndexEdelweiss NIFTY Large Midcap 250 Index Fund (Direct)
WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.79% | +7.07% |
| Standard deviation | 14.80% | 1.31% |
| Sharpe ratio | -0.81 | 1.40 |
| Sortino ratio | -1.09 | 2.17 |
| Maximum drawdown | −14.4% (31-03-2026) | −0.4% (06-08-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.33% | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | +7.15% |
| Standard deviation | 14.70% | 1.10% |
| Sharpe ratio | 0.32 | 1.32 |
| Sortino ratio | 0.43 | 2.02 |
| Maximum drawdown | −18.9% (28-02-2025) | −0.4% (06-08-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.41% | -- |
From daily NAVs, 03-12-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
WhiteOak Capital Arbitrage Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | −18.9% | 26-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −8.7% |
| WhiteOak Capital Arbitrage Fund (Direct) | −0.4% | 03-08-2026 | 06-08-2026 | 24-08-2026 | 18 days | −0.1% |
| NIFTY LargeMidcap 250 TRI | −18.8% | 26-09-2024 | 28-02-2025 | 17-11-2025 | 9 months | −8.6% |
From daily values since 10-09-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss NIFTY Large Midcap 250 Index Fund (Direct)
WhiteOak Capital Arbitrage Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss NIFTY Large Midcap 250 Index Fund (Direct) | 99% | 101% | 0.05% |
| WhiteOak Capital Arbitrage Fund (Direct) | 18% | -14% | 17.03% |
From month-end values since 10-09-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss NIFTY Large Midcap 250 Index Fund, September 2026; WhiteOak Capital Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 47.4%
- Held by both
- 131
- Only in Edelweiss NIFTY Large Midcap 250 Index
- 119
- Only in WhiteOak Capital Arbitrage
- 40
| Security | % of Edelweiss NIFTY Large Midcap 250 Index | % of WhiteOak Capital Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 4.21% | 5.17% |
| Reliance Industries Ltd. | 3.07% | 3.93% |
| ICICI Bank Ltd. | 3.67% | 2.32% |
| Bharti Airtel Ltd. | 2.07% | 2.20% |
| Axis Bank Ltd. | 1.37% | 1.97% |
| Infosys Ltd. | 1.36% | 1.62% |
| Multi Commodity Exchange Of India Ltd. | 1.03% | 0.96% |
| The Federal Bank Ltd. | 0.96% | 1.38% |
| Coforge Ltd. | 0.75% | 1.14% |
| IndusInd Bank Ltd. | 0.73% | 0.78% |
| AU Small Finance Bank Ltd. | 0.72% | 0.67% |
| State Bank of India | 1.54% | 0.62% |
| Maruti Suzuki India Ltd. | 0.60% | 0.98% |
| Lupin Ltd. | 0.61% | 0.59% |
| NTPC Ltd. | 0.59% | 0.89% |
| Bajaj Finance Ltd. | 1.01% | 0.54% |
| Tata Consultancy Services Ltd. | 0.81% | 0.54% |
| Hindalco Industries Ltd. | 0.53% | 1.43% |
| Mahindra & Mahindra Ltd. | 1.02% | 0.51% |
| BSE Ltd. | 0.50% | 0.58% |
| Ultratech Cement Ltd. | 0.50% | 0.51% |
| APL Apollo Tubes Ltd. | 0.49% | 0.67% |
| Bharat Forge Ltd. | 0.66% | 0.48% |
| HCL Technologies Ltd. | 0.50% | 0.48% |
| IDFC First Bank Ltd. | 0.66% | 0.47% |
| Eternal Ltd. | 0.90% | 0.46% |
| Divi's Laboratories Ltd. | 0.46% | 0.76% |
| Titan Company Ltd. | 0.73% | 0.45% |
| PB Fintech Ltd. | 0.46% | 0.45% |
| InterGlobe Aviation Ltd. | 0.44% | 0.72% |
| Radico Khaitan Ltd. | 0.42% | 0.42% |
| Hindustan Petroleum Corporation Ltd. | 0.41% | 0.49% |
| Max Financial Services Ltd. | 0.45% | 0.39% |
| Coal India Ltd. | 0.39% | 0.73% |
| Bajaj Finserv Ltd. | 0.39% | 0.52% |
| Eicher Motors Ltd. | 0.38% | 0.44% |
| Alkem Laboratories Ltd. | 0.38% | 0.64% |
| Swiggy Ltd. | 0.46% | 0.37% |
| TVS Motor Company Ltd. | 0.37% | 1.24% |
| Tech Mahindra Ltd. | 0.37% | 0.51% |
| Larsen & Toubro Ltd. | 1.70% | 0.36% |
| Life Insurance Corporation of India | 0.62% | 0.36% |
| Ashok Leyland Ltd. | 0.54% | 0.36% |
| Sun Pharmaceutical Industries Ltd. | 0.75% | 0.35% |
| Mphasis Ltd. | 0.35% | 0.37% |
| Indian Bank | 0.35% | 0.43% |
| NHPC Ltd. | 0.34% | 0.34% |
| Kotak Mahindra Bank Ltd. | 1.19% | 0.33% |
| Steel Authority of India Ltd. | 0.32% | 0.90% |
| Biocon Ltd. | 0.32% | 0.93% |
| Persistent Systems Ltd. | 0.70% | 0.30% |
| SBI Life Insurance Company Ltd. | 0.30% | 0.65% |
| Voltas Ltd. | 0.30% | 0.86% |
| Oil India Ltd. | 0.30% | 0.30% |
| National Aluminium Company Ltd. | 0.38% | 0.28% |
| Page Industries Ltd. | 0.28% | 0.59% |
| Info Edge (India) Ltd. | 0.58% | 0.27% |
| Grasim Industries Ltd. | 0.45% | 0.27% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.27% |
| Cholamandalam Investment & Finance Company Ltd. | 0.27% | 0.49% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 0.27% |
| Cummins India Ltd. | 0.25% | 0.32% |
| Shriram Finance Ltd. | 0.53% | 0.24% |
| Marico Ltd. | 0.51% | 0.24% |
| ICICI Lombard General Insurance Co. Ltd. | 0.48% | 0.24% |
| Jio Financial Services Ltd. | 0.28% | 0.23% |
| Fortis Healthcare Ltd. | 0.49% | 0.22% |
| HDFC Life Insurance Company Ltd. | 0.22% | 0.54% |
| One 97 Communications Ltd. | 0.89% | 0.21% |
| L&T Finance Ltd. | 0.28% | 0.21% |
| VARUN BEVERAGES LIMITED | 0.23% | 0.21% |
| Astral Ltd. | 0.21% | 0.22% |
| SBI Cards & Payment Services Ltd. | 0.21% | 0.48% |
| LIC Housing Finance Ltd. | 0.20% | 0.62% |
| Indian Oil Corporation Ltd. | 0.20% | 0.35% |
| Bank of Maharashtra | 0.20% | 0.23% |
| ITC Ltd. | 0.98% | 0.19% |
| The Phoenix Mills Ltd. | 0.44% | 0.19% |
| Nestle India Ltd. | 0.36% | 0.19% |
| Bharat Petroleum Corporation Ltd. | 0.24% | 0.19% |
| Avenue Supermarts Ltd. | 0.24% | 0.19% |
| KEI Industries Ltd. | 0.34% | 0.18% |
| Power Finance Corporation Ltd. | 0.18% | 0.24% |
| Vedanta Ltd. | 0.18% | 0.26% |
| GE Vernova T&D India Limited | 0.64% | 0.17% |
| SRF Ltd. | 0.44% | 0.16% |
| NMDC Ltd. | 0.32% | 0.16% |
| Premier Energies Ltd. | 0.16% | 0.16% |
| Polycab India Ltd. | 0.16% | 0.20% |
| Canara Bank | 0.16% | 0.51% |
| Jindal Steel Ltd. | 0.16% | 0.45% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.15% |
| Vodafone Idea Ltd. | 0.14% | 3.30% |
| Cipla Ltd. | 0.29% | 0.13% |
| Container Corporation Of India Ltd. | 0.19% | 0.13% |
| Bharat Dynamics Ltd. | 0.13% | 0.23% |
| Union Bank of India | 0.13% | 0.17% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.12% |
| Hindustan Unilever Ltd. | 0.65% | 0.11% |
| Lodha Developers Ltd. | 0.42% | 0.11% |
| Max Healthcare Institute Ltd. | 0.27% | 0.11% |
| Supreme Industries Ltd. | 0.27% | 0.11% |
| ABB India Ltd. | 0.14% | 0.11% |
| Hindustan Zinc Ltd. | 0.11% | 0.29% |
| Muthoot Finance Ltd. | 0.11% | 0.76% |
| Wipro Ltd. | 0.17% | 0.09% |
| Godfrey Phillips India Ltd. | 0.09% | 0.11% |
| Hero MotoCorp Ltd. | 0.83% | 0.08% |
| REC Ltd. | 0.47% | 0.08% |
| Bajaj Auto Ltd. | 0.46% | 0.08% |
| Adani Enterprises Ltd. | 0.38% | 0.08% |
| Trent Ltd. | 0.34% | 0.08% |
| Tube Investments Of India Ltd. | 0.31% | 0.08% |
| Tata Consumer Products Ltd. | 0.24% | 0.08% |
| Bosch Ltd. | 0.16% | 0.06% |
| Colgate Palmolive (India) Ltd. | 0.28% | 0.05% |
| Bank of Baroda | 0.17% | 0.05% |
| Mazagon Dock Shipbuilders Ltd. | 0.06% | 0.05% |
| Kalyan Jewellers India Ltd. | 0.26% | 0.04% |
| Solar Industries India Ltd. | 0.19% | 0.04% |
| Hitachi Energy India Ltd. | 0.15% | 0.04% |
| Power Grid Corporation of India Ltd. | 0.46% | 0.03% |
| Tata Motors Passenger Vehicles Ltd. | 0.23% | 0.03% |
| Rail Vikas Nigam Ltd. | 0.14% | 0.03% |
| Bank of India | 0.19% | 0.02% |
| Indus Towers Ltd. | 0.59% | 0.01% |
| JSW Energy Ltd. | 0.37% | 0.01% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.01% |
| Oberoi Realty Ltd. | 0.25% | 0.01% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.01% |
| Siemens Energy India Ltd. | 0.11% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.4% means 47.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss NIFTY Large Midcap 250 Index Fund
| Security | % of fund |
|---|---|
| Laurus Labs Ltd. | 0.95% |
| The Indian Hotels Company Ltd. | 0.78% |
| Bharat Heavy Electricals Ltd. | 0.74% |
| Dixon Technologies (India) Ltd. | 0.67% |
| Lenskart Solutions Ltd. | 0.61% |
Largest holdings only in WhiteOak Capital Arbitrage Fund
| Security | % of fund |
|---|---|
| Bandhan Money Market Fund -Direct Plan-Growth | 5.73% |
| WhiteOak Capital Liquid Fund- Direct plan-GR | 5.27% |
| WhiteOak Cap Ultra Short Term Fund- Dir Pl-Gr Op | 2.28% |
| Kotak Mahindra Bank Limited (21/12/2026) | 1.88% |
| Bank of Baroda (08/01/2027) | 0.94% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss NIFTY Large Midcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Equity | 99.4% | 68.4% |
| Debt | 0.0% | 12.9% |
| Cash and others | 0.6% | 18.7% |
Market cap of stocks
| Market cap | Edelweiss NIFTY Large Midcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Large Cap | 51.9% | 43.9% |
| Mid Cap | 46.3% | 20.1% |
| Small Cap | 1.3% | 4.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss NIFTY Large Midcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Banks | 16.9% | 15.4% |
| Pharmaceuticals & Biotechnology | 6.7% | 3.7% |
| Finance | 6.5% | 4.9% |
| IT - Software | 5.6% | 5.5% |
| Telecom - Services | 3.2% | 5.5% |
| Petroleum Products | 3.9% | 5.0% |
| Retailing | 4.3% | 1.4% |
| Automobiles | 4.0% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss NIFTY Large Midcap 250 Index vs WhiteOak Capital Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss NIFTY Large Midcap 250 Index Fund | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.37% | 2.35% |
| Base expense ratio (Direct) | 0.25% | 0.38% |
| Total expense ratio (Regular) | 1.08% | 3.13% |
| Base expense ratio (Regular) | 0.85% | 1.04% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Edelweiss NIFTY Large Midcap 250 Index Fund vs WhiteOak Capital Arbitrage Fund: Frequently Asked Questions
What is the difference between Edelweiss NIFTY Large Midcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund is an Index fund, WhiteOak Capital Arbitrage Fund is an Arbitrage fund, run by Edelweiss Mutual Fund and WhiteOak Capital Mutual Fund. Their portfolios overlap 47.4%. Edelweiss NIFTY Large Midcap 250 Index Fund charges 0.37% a year and WhiteOak Capital Arbitrage Fund 2.35%.
Which has given higher returns, Edelweiss NIFTY Large Midcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
Over 1 year: Edelweiss NIFTY Large Midcap 250 Index Fund −6.79%, WhiteOak Capital Arbitrage Fund +7.07%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss NIFTY Large Midcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund charges less: 0.37% a year against 2.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss NIFTY Large Midcap 250 Index Fund and WhiteOak Capital Arbitrage Fund overlap?
47.4%. They hold 131 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss NIFTY Large Midcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
On SEBI's riskometer, Edelweiss NIFTY Large Midcap 250 Index Fund is rated Very High and WhiteOak Capital Arbitrage Fund Low. Over 1 years, the standard deviation of daily returns was 14.80% and 1.31% a year.
Can I invest in both Edelweiss NIFTY Large Midcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
Yes. 47.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss NIFTY Large Midcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
Edelweiss NIFTY Large Midcap 250 Index Fund: Bhavesh Jain, Manasi Jalgaonkar. WhiteOak Capital Arbitrage Fund: Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.