HDFC Nifty LargeMidcap 250 Index Fund vs WhiteOak Capital Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund and WhiteOak Capital Arbitrage Fund is an Arbitrage fund. In the year to 30-10-2026, HDFC Nifty LargeMidcap 250 Index Fund (Direct) returned −6.7% and WhiteOak Capital Arbitrage Fund (Direct) returned 7.1%. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and WhiteOak Capital Arbitrage Fund 2.35% (Direct plans). Their portfolios overlap 47.2%: they hold 131 of the same securities.
HDFC Nifty LargeMidcap 250 Index Fund
Index
- 1 year return
- −6.7%
- Expense ratio
- 0.27%
- NAV
- ₹9.52
WhiteOak Capital Arbitrage Fund
Arbitrage
- 1 year return
- 7.1%
- Expense ratio
- 2.35%
- NAV
- ₹11.60
Which is better, HDFC Nifty LargeMidcap 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 −6.7%.
- HDFC Nifty LargeMidcap 250 Index costs less: 0.27% a year against 2.35% (Direct plans).
- WhiteOak Capital Arbitrage fell less in its worst fall since 09-10-2024: −0.4% against −16.8%.
- WhiteOak Capital Arbitrage is the larger fund: ₹2,623 Cr against ₹456 Cr.
- Their portfolios overlap 47.2%: 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 | HDFC Nifty LargeMidcap 250 Index Fund | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Index | Arbitrage |
| AUM | ₹456 Cr (30-09-2026) | ₹2,623 Cr (30-09-2026) |
| NAV | ₹9.52 (Direct) | ₹11.60 (Direct) |
| Expense ratio (Direct) | 0.27% | 2.35% |
| Expense ratio (Regular) | 0.73% | 3.13% |
| Riskometer | Very High | Low |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty 50 Arbitrage TRI |
| Launch date | 09-10-2024 | 09-09-2024 |
| Minimum investment | ₹100 | ₹500 |
| Lock in | None | None |
| Fund managers | Nandita Menezes, Arun Agarwal | 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. |
HDFC Nifty LargeMidcap 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 |
|---|---|---|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index Fund (Direct) | −1.34% | −6.92% | −3.52% | −6.73% | -- | -- | -- |
| 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.
HDFC Nifty LargeMidcap 250 Index vs WhiteOak Capital Arbitrage: Year-wise Returns
| Year | HDFC Nifty LargeMidcap 250 IndexHDFC Nifty LargeMidcap 250 Index | WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage |
|---|---|---|
| 2026to date | −7.30% | +5.72% |
| 2025 | +7.85% | +7.43% |
HDFC Nifty LargeMidcap 250 Index vs WhiteOak Capital Arbitrage: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of HDFC Nifty LargeMidcap 250 Index Fund
Rolling returns
Every 1-year holding period, 259 of them, one for each trading day from 09-10-2025 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.
HDFC Nifty LargeMidcap 250 Index Fund (Direct)
WhiteOak Capital Arbitrage Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Nov 2025Jan 2025
to
Jan 2026Mar 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index | 15.4 | 35.9 | 31.7 | 12.4 | 4.6 | 0.0 | 0.0 | 5.1% | 4.8% | −8.2% | 18.0% | 0% |
| WhiteOak Capital Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.1% | 7.2% | 6.6% | 7.6% | 63% |
| NIFTY LargeMidcap 250 TRI | 13.5 | 35.5 | 33.2 | 12.0 | 5.8 | 0.0 | 0.0 | 5.5% | 5.1% | −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 09-10-2024. Past returns do not promise future returns.
HDFC Nifty LargeMidcap 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 09-10-2024 to 30-10-2026: 25 instalments, ₹2,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 IndexHDFC Nifty LargeMidcap 250 Index Fund (Direct) | ₹2,50,000 | ₹2,45,472 | −₹4,528 | −1.7% |
| WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct) | ₹2,50,000 | ₹2,69,073 | ₹19,073 | 7.0% |
HDFC Nifty LargeMidcap 250 IndexHDFC Nifty LargeMidcap 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.
HDFC Nifty LargeMidcap 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 | HDFC Nifty LargeMidcap 250 Index Fund (Direct) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.73% | +7.07% |
| Standard deviation | 14.84% | 1.31% |
| Sharpe ratio | -0.81 | 1.40 |
| Sortino ratio | -1.07 | 2.17 |
| Maximum drawdown | −14.4% (30-03-2026) | −0.4% (06-08-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.27% | -- |
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 | HDFC Nifty LargeMidcap 250 Index Fund (Direct) | WhiteOak Capital Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.36% | +7.15% |
| Standard deviation | 14.68% | 1.10% |
| Sharpe ratio | -0.55 | 1.32 |
| Sortino ratio | -0.73 | 2.02 |
| Maximum drawdown | −16.8% (28-02-2025) | −0.4% (06-08-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.31% | -- |
From daily NAVs, 09-10-2024 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.
HDFC Nifty LargeMidcap 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 |
|---|---|---|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index Fund (Direct) | −16.8% | 15-10-2024 | 28-02-2025 | 30-06-2025 | 4 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 | −16.6% | 15-10-2024 | 28-02-2025 | 27-06-2025 | 4 months | −8.6% |
From daily values since 09-10-2024, 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.
HDFC Nifty LargeMidcap 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 |
|---|---|---|---|
| HDFC Nifty LargeMidcap 250 Index Fund (Direct) | 99% | 101% | 0.04% |
| WhiteOak Capital Arbitrage Fund (Direct) | 18% | -15% | 16.74% |
From month-end values since 09-10-2024. 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.
HDFC Nifty LargeMidcap 250 Index vs WhiteOak Capital Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Nifty LargeMidcap 250 Index Fund, September 2026; WhiteOak Capital Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 47.2%
- Held by both
- 131
- Only in HDFC Nifty LargeMidcap 250 Index
- 119
- Only in WhiteOak Capital Arbitrage
- 40
| Security | % of HDFC Nifty LargeMidcap 250 Index | % of WhiteOak Capital Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 4.16% | 5.17% |
| Reliance Industries Ltd. | 3.08% | 3.93% |
| ICICI Bank Ltd. | 3.63% | 2.32% |
| Bharti Airtel Ltd. | 2.05% | 2.20% |
| Infosys Limited | 1.35% | 1.62% |
| Axis Bank Ltd. | 1.35% | 1.97% |
| Multi Commodity Exchange of India L | 1.02% | 0.96% |
| The Federal Bank Ltd. | 0.95% | 1.38% |
| Coforge Limited | 0.74% | 1.14% |
| Indusind Bank Ltd. | 0.73% | 0.78% |
| Au Small Finance Bank Ltd. | 0.71% | 0.67% |
| State Bank of India | 1.54% | 0.62% |
| Maruti Suzuki India Limited | 0.60% | 0.98% |
| Lupin Ltd. | 0.60% | 0.59% |
| NTPC Limited | 0.59% | 0.89% |
| Bajaj Finance Ltd. | 1.02% | 0.54% |
| Tata Consultancy Services Ltd. | 0.80% | 0.54% |
| Hindalco Industries Ltd. | 0.52% | 1.43% |
| Mahindra & Mahindra Ltd. | 1.01% | 0.51% |
| UltraTech Cement Limited | 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% |
| Bombay Stock Exchange Limited (BSE) | 0.48% | 0.58% |
| IDFC First Bank Limited | 0.66% | 0.47% |
| Eternal Limited | 0.89% | 0.46% |
| Divis Laboratories Ltd. | 0.46% | 0.76% |
| Titan Company Ltd. | 0.73% | 0.45% |
| PB Fintech Limited | 0.46% | 0.45% |
| InterGlobe Aviation Ltd. | 0.43% | 0.72% |
| Radico Khaitan Limited | 0.42% | 0.42% |
| Hindustan Petroleum Corp. Ltd. | 0.41% | 0.49% |
| Max Financial Services Ltd. | 0.44% | 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 Limited | 0.46% | 0.37% |
| TVS Motor Company Ltd. | 0.37% | 1.24% |
| Tech Mahindra Ltd. | 0.37% | 0.51% |
| Larsen and Toubro Ltd. | 1.69% | 0.36% |
| Life Insurance Corporation of India | 0.61% | 0.36% |
| Ashok Leyland Ltd | 0.54% | 0.36% |
| Sun Pharmaceutical Industries Ltd. | 0.74% | 0.35% |
| MphasiS Limited. | 0.35% | 0.37% |
| Indian Bank | 0.35% | 0.43% |
| Kotak Mahindra Bank Limited | 1.18% | 0.33% |
| NHPC Ltd. | 0.33% | 0.34% |
| Steel Authority Of India Ltd. | 0.32% | 0.90% |
| Biocon Ltd. | 0.31% | 0.93% |
| Persistent Systems Limited | 0.71% | 0.30% |
| Voltas Ltd. | 0.30% | 0.86% |
| Oil India Limited | 0.30% | 0.30% |
| SBI Life Insurance Company Ltd. | 0.29% | 0.65% |
| National Aluminium Co. Ltd. | 0.37% | 0.28% |
| Page Industries Ltd | 0.28% | 0.59% |
| INFO EDGE (INDIA) LIMITED | 0.58% | 0.27% |
| Grasim Industries Ltd. | 0.44% | 0.27% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.27% |
| Cholamandalam Investment & Finance Co. 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 | 0.47% | 0.24% |
| Jio Financial Services Limited | 0.27% | 0.23% |
| Fortis Healthcare Limited | 0.49% | 0.22% |
| One 97 Communications Limited | 0.88% | 0.21% |
| L&T Finance Ltd. | 0.27% | 0.21% |
| Varun Beverages Ltd | 0.23% | 0.21% |
| SBI CARDS AND PAYMENT SERVICES LIMITED | 0.21% | 0.48% |
| HDFC Life Insurance Company Limited | 0.21% | 0.54% |
| Astral Limited | 0.20% | 0.22% |
| LIC Housing Finance Ltd. | 0.20% | 0.62% |
| Bank of Maharashtra | 0.20% | 0.23% |
| ITC LIMITED | 0.97% | 0.19% |
| The Phoenix Mills Limited | 0.44% | 0.19% |
| Nestle India Ltd. | 0.36% | 0.19% |
| Bharat Petroleum Corporation Ltd. | 0.23% | 0.19% |
| Avenue Supermarts Ltd. | 0.23% | 0.19% |
| Indian Oil Corporation Ltd. | 0.19% | 0.35% |
| KEI Industries Ltd. | 0.33% | 0.18% |
| Power Finance Corporation Ltd. | 0.18% | 0.24% |
| GE Vernova T&D India Limited | 0.64% | 0.17% |
| Vedanta Ltd. | 0.17% | 0.26% |
| Polycab India Limited | 0.17% | 0.20% |
| SRF Ltd. | 0.44% | 0.16% |
| NMDC Limited | 0.32% | 0.16% |
| Jindal Steel Limited. | 0.16% | 0.45% |
| HDFC Asset Management Company Ltd. | 0.18% | 0.15% |
| Premier Energies Limited | 0.15% | 0.16% |
| Canara Bank | 0.15% | 0.51% |
| VODAFONE IDEA LIMITED | 0.14% | 3.30% |
| Cipla Ltd. | 0.29% | 0.13% |
| Container Corporation of India Ltd. | 0.19% | 0.13% |
| Union Bank of India | 0.13% | 0.17% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 0.12% |
| Bharat Dynamics Limited | 0.12% | 0.23% |
| Hindustan Unilever Ltd. | 0.64% | 0.11% |
| Lodha Developers Limited | 0.41% | 0.11% |
| Max Healthcare Institute Limited | 0.27% | 0.11% |
| Supreme Industries Ltd. | 0.27% | 0.11% |
| ABB India Ltd. | 0.14% | 0.11% |
| Muthoot Finance Ltd. | 0.11% | 0.76% |
| Godfrey Phillips India Ltd. | 0.10% | 0.11% |
| Hindustan Zinc Ltd. | 0.10% | 0.29% |
| Wipro Ltd. | 0.16% | 0.09% |
| Hero MotoCorp Ltd. | 0.84% | 0.08% |
| REC Limited. | 0.45% | 0.08% |
| Bajaj Auto Limited | 0.45% | 0.08% |
| ADANI ENTERPRISES LIMTIED | 0.38% | 0.08% |
| Trent Ltd. | 0.33% | 0.08% |
| Tube Investments of India Ltd. | 0.31% | 0.08% |
| Tata Consumer Products Limited | 0.24% | 0.08% |
| Bosch Limited | 0.16% | 0.06% |
| Colgate-Palmolive ( I ) 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. | 0.45% | 0.03% |
| Tata Motors Passenger Vehicles Limited | 0.23% | 0.03% |
| Rail Vikas Nigam Ltd | 0.14% | 0.03% |
| Bank of India | 0.19% | 0.02% |
| Indus Towers Limited | 0.58% | 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 Limited | 0.24% | 0.01% |
| Siemens Energy India Limited | 0.11% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.2% means 47.2% 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 HDFC Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| Laurus Labs Ltd. | 0.94% |
| Indian Hotels Company Ltd. | 0.78% |
| Bharat Heavy Electricals Ltd. | 0.74% |
| Dixon Technologies (India) Ltd. | 0.66% |
| LENSKART SOLUTIONS LIMITED | 0.62% |
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 | HDFC Nifty LargeMidcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Equity | 98.7% | 68.4% |
| Debt | 0.0% | 12.9% |
| Cash and others | 1.3% | 18.7% |
Market cap of stocks
| Market cap | HDFC Nifty LargeMidcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Large Cap | 51.5% | 43.9% |
| Mid Cap | 46.0% | 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 | HDFC Nifty LargeMidcap 250 Index | WhiteOak Capital Arbitrage |
|---|---|---|
| Banks | 16.8% | 15.4% |
| Pharmaceuticals & Biotechnology | 6.7% | 3.7% |
| Finance | 6.5% | 4.9% |
| IT - Software | 5.5% | 5.5% |
| Telecom - Services | 3.1% | 5.5% |
| Petroleum Products | 3.9% | 5.0% |
| Retailing | 4.2% | 1.4% |
| Automobiles | 4.0% | 3.6% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Nifty LargeMidcap 250 Index vs WhiteOak Capital Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Nifty LargeMidcap 250 Index Fund | WhiteOak Capital Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.27% | 2.35% |
| Base expense ratio (Direct) | 0.18% | 0.38% |
| Total expense ratio (Regular) | 0.73% | 3.13% |
| Base expense ratio (Regular) | 0.58% | 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
HDFC Nifty LargeMidcap 250 Index Fund vs WhiteOak Capital Arbitrage Fund: Frequently Asked Questions
What is the difference between HDFC Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
HDFC Nifty LargeMidcap 250 Index Fund is an Index fund, WhiteOak Capital Arbitrage Fund is an Arbitrage fund, run by HDFC Mutual Fund and WhiteOak Capital Mutual Fund. Their portfolios overlap 47.2%. HDFC Nifty LargeMidcap 250 Index Fund charges 0.27% a year and WhiteOak Capital Arbitrage Fund 2.35%.
Which has given higher returns, HDFC Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
Over 1 year: HDFC Nifty LargeMidcap 250 Index Fund −6.73%, WhiteOak Capital Arbitrage Fund +7.07%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, HDFC Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
HDFC Nifty LargeMidcap 250 Index Fund charges less: 0.27% a year against 2.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Arbitrage Fund overlap?
47.2%. 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, HDFC Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Arbitrage Fund?
On SEBI's riskometer, HDFC Nifty LargeMidcap 250 Index Fund is rated Very High and WhiteOak Capital Arbitrage Fund Low. Over 1 years, the standard deviation of daily returns was 14.84% and 1.31% a year.
Can I invest in both HDFC Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
Yes. 47.2% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages HDFC Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Arbitrage Fund?
HDFC Nifty LargeMidcap 250 Index Fund: Nandita Menezes, Arun Agarwal. 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.