Mirae Asset Nifty LargeMidcap 250 Index Fund vs WhiteOak Capital Large & Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Mirae Asset Nifty LargeMidcap 250 Index Fund is an Index fund and WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund. In the year to 30-10-2026, Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) returned −6.8% and WhiteOak Capital Large & Mid Cap Fund (Direct) returned −2.3%. Mirae Asset Nifty LargeMidcap 250 Index Fund charges 0.43% a year and WhiteOak Capital Large & Mid Cap Fund 0.89% (Direct plans). Their portfolios overlap 47.2%: they hold 100 of the same securities.
Mirae Asset Nifty LargeMidcap 250 Index Fund
Index
- 1 year return
- −6.8%
- Expense ratio
- 0.43%
- NAV
- ₹9.88
WhiteOak Capital Large & Mid Cap Fund
Large & Mid Cap
- 1 year return
- −2.3%
- Expense ratio
- 0.89%
- NAV
- ₹13.69
Which is better, Mirae Asset Nifty LargeMidcap 250 Index or WhiteOak Capital Large & Mid Cap? 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 Large & Mid Cap returned more over 1 year: −2.3% against −6.8%.
- Mirae Asset Nifty LargeMidcap 250 Index costs less: 0.43% a year against 0.89% (Direct plans).
- Mirae Asset Nifty LargeMidcap 250 Index fell less in its worst fall since 25-10-2024: −15.5% against −16.0%.
- WhiteOak Capital Large & Mid Cap is the larger fund: ₹2,376 Cr against ₹34 Cr.
- Their portfolios overlap 47.2%: 100 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 | Mirae Asset Nifty LargeMidcap 250 Index Fund | WhiteOak Capital Large & Mid Cap Fund |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Index | Large & Mid Cap |
| AUM | ₹34 Cr (30-09-2026) | ₹2,376 Cr (30-09-2026) |
| NAV | ₹9.88 (Direct) | ₹13.69 (Direct) |
| Expense ratio (Direct) | 0.43% | 0.89% |
| Expense ratio (Regular) | 1.03% | 2.35% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | BSE 250 Large MidCap TRI |
| Launch date | 24-10-2024 | 22-12-2023 |
| Minimum investment | ₹5,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Ekta Gala, amp, Ritesh Patel | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal |
| Exit load | NIL | Nil |
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: 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 |
|---|---|---|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | −1.34% | −6.98% | −3.57% | −6.83% | -- | -- | -- |
| WhiteOak Capital Large & Mid Cap Fund (Direct) | −0.04% | −5.49% | +0.97% | −2.30% | -- | -- | -- |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | -- | -- | -- |
Category average: the average of the 36 Large & Mid Cap funds, same plan type.
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: Year-wise Returns
| Year | Mirae Asset Nifty LargeMidcap 250 IndexMirae Asset Nifty LargeMidcap 250 Index | WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap |
|---|---|---|
| 2026to date | −7.39% | −2.41% |
| 2025 | +7.77% | +8.25% |
| 2024 | -- | +27.61% |
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Mirae Asset Nifty LargeMidcap 250 Index Fund
Rolling returns
Every 1-year holding period, 249 of them, one for each trading day from 27-10-2025 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.
Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct)
WhiteOak Capital Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Nov 2025Jan 2025
to
Jan 2026Mar 2025
to
Mar 2026Jun 2025
to
Jun 2026Aug 2025
to
Aug 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index | 14.5 | 35.7 | 32.9 | 12.0 | 4.8 | 0.0 | 0.0 | 5.2% | 4.9% | −8.3% | 17.8% | 0% |
| WhiteOak Capital Large & Mid Cap | 5.2 | 19.7 | 36.5 | 29.3 | 7.6 | 1.6 | 0.0 | 8.6% | 8.5% | −4.5% | 20.9% | 99% |
| NIFTY LargeMidcap 250 TRI | 12.9 | 34.9 | 33.7 | 12.4 | 6.0 | 0.0 | 0.0 | 5.6% | 5.3% | −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 25-10-2024. Past returns do not promise future returns.
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: 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 25-10-2024 to 30-10-2026: 25 instalments, ₹2,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 IndexMirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | ₹2,50,000 | ₹2,45,698 | −₹4,302 | −1.6% |
| WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap Fund (Direct) | ₹2,50,000 | ₹2,58,227 | ₹8,227 | 3.0% |
Mirae Asset Nifty LargeMidcap 250 IndexMirae Asset Nifty LargeMidcap 250 Index Fund (Direct)
WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap 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.
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | WhiteOak Capital Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −6.83% | −2.30% |
| Standard deviation | 14.85% | 13.60% |
| Sharpe ratio | -0.81 | -0.55 |
| Sortino ratio | -1.08 | -0.74 |
| Maximum drawdown | −14.4% (31-03-2026) | −13.1% (23-03-2026) |
| Beta | 1.00 | 0.94 |
| Alpha | −0.36% | +4.89% |
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 | Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | WhiteOak Capital Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +0.06% | +11.50% |
| Standard deviation | 14.66% | 14.33% |
| Sharpe ratio | -0.38 | 0.39 |
| Sortino ratio | -0.52 | 0.52 |
| Maximum drawdown | −15.5% (28-02-2025) | −16.0% (28-02-2025) |
| Beta | 1.00 | 0.98 |
| Alpha | −0.44% | +6.03% |
From daily NAVs, 25-10-2024 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.
Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct)
WhiteOak Capital Large & Mid Cap 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 |
|---|---|---|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | −15.5% | 16-12-2024 | 28-02-2025 | 09-06-2025 | 3 months | −8.7% |
| WhiteOak Capital Large & Mid Cap Fund (Direct) | −16.0% | 16-12-2024 | 28-02-2025 | 26-06-2025 | 4 months | −7.4% |
| NIFTY LargeMidcap 250 TRI | −15.5% | 16-12-2024 | 28-02-2025 | 09-06-2025 | 3 months | −8.6% |
From daily values since 25-10-2024, 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.
Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct)
WhiteOak Capital Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Mirae Asset Nifty LargeMidcap 250 Index Fund (Direct) | 99% | 101% | 0.08% |
| WhiteOak Capital Large & Mid Cap Fund (Direct) | 109% | 92% | 3.40% |
From month-end values since 25-10-2024. 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.
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Nifty LargeMidcap 250 Index Fund, September 2026; WhiteOak Capital Large & Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 47.2%
- Held by both
- 100
- Only in Mirae Asset Nifty LargeMidcap 250 Index
- 150
- Only in WhiteOak Capital Large & Mid Cap
- 27
| Security | % of Mirae Asset Nifty LargeMidcap 250 Index | % of WhiteOak Capital Large & Mid Cap |
|---|---|---|
| ICICI Bank Ltd. | 3.68% | 6.63% |
| HDFC Bank Ltd. | 4.21% | 2.72% |
| Bharti Airtel Ltd. | 2.07% | 2.73% |
| Reliance Industries Ltd. | 3.08% | 1.75% |
| State Bank of India | 1.54% | 2.22% |
| Axis Bank Ltd. | 1.37% | 1.42% |
| Kotak Mahindra Bank Ltd. | 1.19% | 1.69% |
| Mahindra & Mahindra Ltd. | 1.02% | 2.13% |
| The Federal Bank Ltd. | 0.96% | 1.97% |
| Laurus Labs Ltd. | 0.95% | 1.75% |
| Eternal Ltd. | 0.90% | 2.41% |
| Bharat Heavy Electricals Ltd. | 0.74% | 1.16% |
| Titan Company Ltd. | 0.74% | 1.64% |
| IndusInd Bank Ltd. | 0.73% | 0.86% |
| Coforge Ltd. | 0.75% | 0.72% |
| Hero MotoCorp Ltd. | 0.84% | 0.71% |
| Persistent Systems Ltd. | 0.71% | 0.70% |
| Bajaj Finance Ltd. | 1.02% | 0.67% |
| Lenskart Solutions Ltd. | 0.62% | 0.90% |
| Maruti Suzuki India Ltd. | 0.60% | 1.31% |
| Larsen & Toubro Ltd. | 1.71% | 0.59% |
| Info Edge (India) Ltd. | 0.58% | 1.07% |
| Bharat Electronics Ltd. | 0.54% | 1.00% |
| Hindalco Industries Ltd. | 0.53% | 0.78% |
| Marico Ltd. | 0.51% | 0.84% |
| Fortis Healthcare Ltd. | 0.49% | 1.19% |
| Multi Commodity Exchange of India Ltd. | 1.04% | 0.47% |
| Embassy Office Parks Reit | 0.47% | 0.56% |
| Infosys Ltd. | 1.36% | 0.46% |
| REC Ltd. | 0.46% | 0.55% |
| Divi's Laboratories Ltd. | 0.46% | 1.12% |
| FSN E-Commerce Ventures Ltd. | 0.54% | 0.45% |
| Max Financial Services Ltd. | 0.45% | 1.78% |
| The Phoenix Mills Ltd. | 0.44% | 1.55% |
| Sun Pharmaceutical Industries Ltd. | 0.75% | 0.44% |
| Asian Paints Ltd. | 0.42% | 0.53% |
| Hindustan Petroleum Corporation Ltd. | 0.41% | 0.42% |
| GE Vernova T&D India Ltd. | 0.64% | 0.40% |
| Bajaj Finserv Ltd. | 0.39% | 0.54% |
| Alkem Laboratories Ltd. | 0.38% | 0.71% |
| Adani Enterprises Ltd. | 0.38% | 0.51% |
| National Aluminium Company Ltd. | 0.38% | 0.83% |
| Tech Mahindra Ltd. | 0.38% | 0.77% |
| Nestle India Ltd. | 0.36% | 3.38% |
| Mankind Pharma Ltd. | 0.35% | 0.42% |
| Vishal Mega Mart Ltd. | 0.35% | 0.54% |
| KEI Industries Ltd. | 0.34% | 0.84% |
| 360 ONE WAM Ltd. | 0.33% | 0.84% |
| Tata Steel Ltd. | 0.59% | 0.33% |
| IPCA Laboratories Ltd. | 0.33% | 0.94% |
| Billionbrains Garage Ventures Ltd. | 0.32% | 0.48% |
| Tube Investments of India Ltd. | 0.31% | 0.70% |
| Oil India Ltd. | 0.30% | 1.01% |
| Cipla Ltd. | 0.29% | 0.47% |
| Tata Consultancy Services Ltd. | 0.81% | 0.29% |
| Power Grid Corporation of India Ltd. | 0.46% | 0.29% |
| Jindal Stainless Ltd. | 0.29% | 0.42% |
| Torrent Pharmaceuticals Ltd. | 0.27% | 1.10% |
| Supreme Industries Ltd. | 0.27% | 0.31% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.27% | 0.44% |
| Max Healthcare Institute Ltd. | 0.27% | 0.40% |
| Mahindra & Mahindra Financial Services Ltd. | 0.26% | 0.51% |
| JSW Infrastructure Ltd. | 0.26% | 1.00% |
| Oil & Natural Gas Corporation Ltd. | 0.34% | 0.26% |
| Page Industries Ltd. | 0.29% | 0.26% |
| Coromandel International Ltd. | 0.26% | 0.36% |
| Meesho Ltd. | 0.26% | 0.36% |
| NTPC Ltd. | 0.59% | 0.25% |
| JSW Steel Ltd. | 0.47% | 0.25% |
| NMDC Ltd. | 0.33% | 0.25% |
| Cummins India Ltd. | 0.25% | 0.43% |
| Vedanta Aluminium Metal Ltd. | 0.27% | 0.24% |
| Aditya Birla Capital Ltd. | 0.40% | 0.23% |
| Colgate Palmolive (India) Ltd. | 0.29% | 0.23% |
| Godrej Properties Ltd. | 0.27% | 0.21% |
| Ajanta Pharma Ltd. | 0.20% | 0.70% |
| Motilal Oswal Financial Services Ltd. | 0.19% | 1.10% |
| Bank of India | 0.19% | 0.43% |
| Solar Industries India Ltd. | 0.19% | 0.66% |
| AIA Engineering Ltd. | 0.18% | 0.83% |
| Pidilite Industries Ltd. | 0.18% | 0.48% |
| Abbott India Ltd. | 0.17% | 0.59% |
| Bosch Ltd. | 0.16% | 0.26% |
| Berger Paints India Ltd. | 0.16% | 0.82% |
| Narayana Hrudayalaya Ltd. | 0.15% | 0.31% |
| Hitachi Energy India Ltd. | 0.15% | 0.59% |
| ICICI Prudential Asset Management Company Ltd. | 0.23% | 0.15% |
| ICICI Prudential Life Insurance Company Ltd. | 0.22% | 0.15% |
| JSW Energy Ltd. | 0.37% | 0.14% |
| Bharti Hexacom Ltd. | 0.13% | 1.57% |
| AU Small Finance Bank Ltd. | 0.72% | 0.13% |
| PB Fintech Ltd. | 0.46% | 0.12% |
| Endurance Technologies Ltd. | 0.12% | 0.30% |
| Anthem Biosciences Ltd. | 0.11% | 0.22% |
| Muthoot Finance Ltd. | 0.11% | 1.02% |
| TATA Capital Ltd. | 0.07% | 0.76% |
| Godrej Industries Ltd. | 0.06% | 0.46% |
| Petronet LNG Ltd. | 0.26% | 0.04% |
| Oracle Financial Services Software Ltd. | 0.31% | 0.03% |
| Nippon Life India Asset Management Ltd. | 0.24% | 0.03% |
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 Mirae Asset Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| ITC Ltd. | 0.98% |
| One 97 Communications Ltd. | 0.89% |
| The Indian Hotels Company Ltd. | 0.79% |
| Dixon Technologies (India) Ltd. | 0.67% |
| IDFC First Bank Ltd. | 0.66% |
Largest holdings only in WhiteOak Capital Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| Nexus Select Trust - REIT | 1.37% |
| 91 Days Tbill (MD 29/10/2026) | 0.85% |
| Vertis Infrastructure Trust | 0.79% |
| Navin Fluorine International Limited | 0.63% |
| 91 Days Tbill (MD 10/12/2026) | 0.62% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Mirae Asset Nifty LargeMidcap 250 Index | WhiteOak Capital Large & Mid Cap |
|---|---|---|
| Equity | 99.5% | 85.9% |
| Debt | 0.0% | 4.3% |
| Cash and others | 0.5% | 9.8% |
Market cap of stocks
| Market cap | Mirae Asset Nifty LargeMidcap 250 Index | WhiteOak Capital Large & Mid Cap |
|---|---|---|
| Large Cap | 51.9% | 47.1% |
| Mid Cap | 46.3% | 36.0% |
| Small Cap | 1.3% | 2.3% |
| Not on AMFI's list | 0.0% | 0.5% |
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 | Mirae Asset Nifty LargeMidcap 250 Index | WhiteOak Capital Large & Mid Cap |
|---|---|---|
| Banks | 16.9% | 18.1% |
| Pharmaceuticals & Biotechnology | 6.7% | 9.1% |
| Finance | 6.5% | 4.8% |
| Retailing | 4.3% | 5.7% |
| IT - Software | 5.6% | 3.1% |
| Telecom - Services | 3.2% | 4.3% |
| Automobiles | 4.0% | 4.2% |
The six largest sectors of each fund's stocks, % of the fund.
Mirae Asset Nifty LargeMidcap 250 Index vs WhiteOak Capital Large & Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Nifty LargeMidcap 250 Index Fund | WhiteOak Capital Large & Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.43% | 0.89% |
| Base expense ratio (Direct) | 0.27% | 0.48% |
| Total expense ratio (Regular) | 1.03% | 2.35% |
| Base expense ratio (Regular) | 0.78% | 1.72% |
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
Compare WhiteOak Capital Large & Mid Cap with
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- WhiteOak Capital Large & Mid Cap vs HSBC Large & Mid Cap
- WhiteOak Capital Large & Mid Cap vs Bandhan Large & Mid Cap
- WhiteOak Capital Large & Mid Cap vs Quant Large & Mid Cap
Mirae Asset Nifty LargeMidcap 250 Index Fund vs WhiteOak Capital Large & Mid Cap Fund: Frequently Asked Questions
What is the difference between Mirae Asset Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Large & Mid Cap Fund?
Mirae Asset Nifty LargeMidcap 250 Index Fund is an Index fund, WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund, run by Mirae Asset Mutual Fund and WhiteOak Capital Mutual Fund. Their portfolios overlap 47.2%. Mirae Asset Nifty LargeMidcap 250 Index Fund charges 0.43% a year and WhiteOak Capital Large & Mid Cap Fund 0.89%.
Which has given higher returns, Mirae Asset Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Large & Mid Cap Fund?
Over 1 year: Mirae Asset Nifty LargeMidcap 250 Index Fund −6.83%, WhiteOak Capital Large & Mid Cap Fund −2.30%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Mirae Asset Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Large & Mid Cap Fund?
Mirae Asset Nifty LargeMidcap 250 Index Fund charges less: 0.43% a year against 0.89%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Mirae Asset Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Large & Mid Cap Fund overlap?
47.2%. They hold 100 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Mirae Asset Nifty LargeMidcap 250 Index Fund or WhiteOak Capital Large & Mid Cap Fund?
On SEBI's riskometer, Mirae Asset Nifty LargeMidcap 250 Index Fund is rated Very High and WhiteOak Capital Large & Mid Cap Fund Very High. Over 1 years, the standard deviation of daily returns was 14.85% and 13.60% a year.
Can I invest in both Mirae Asset Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Large & Mid Cap 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 Mirae Asset Nifty LargeMidcap 250 Index Fund and WhiteOak Capital Large & Mid Cap Fund?
Mirae Asset Nifty LargeMidcap 250 Index Fund: Ekta Gala, amp, Ritesh Patel. WhiteOak Capital Large & Mid Cap Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
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.