WhiteOak Capital Large & Mid Cap Fund vs WhiteOak Capital Multi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund and WhiteOak Capital Multi Cap Fund is a Multi Cap fund. In the year to 30-10-2026, WhiteOak Capital Large & Mid Cap Fund (Direct) returned −2.3% and WhiteOak Capital Multi Cap Fund (Direct) returned −0.5%. WhiteOak Capital Large & Mid Cap Fund charges 0.89% a year and WhiteOak Capital Multi Cap Fund 0.89% (Direct plans). Their portfolios overlap 63.8%: they hold 117 of the same securities.
WhiteOak Capital Large & Mid Cap Fund
Large & Mid Cap
- 1 year return
- −2.3%
- Expense ratio
- 0.89%
- NAV
- ₹13.69
WhiteOak Capital Multi Cap Fund
Multi Cap
- 1 year return
- −0.5%
- Expense ratio
- 0.89%
- NAV
- ₹16.08
Which is better, WhiteOak Capital Large & Mid Cap or WhiteOak Capital Multi 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 Multi Cap returned more over 1 year: −0.5% against −2.3%.
- WhiteOak Capital Large & Mid Cap fell less in its worst fall since 26-12-2023: −16.0% against −16.9%.
- WhiteOak Capital Large & Mid Cap holds more in large companies: 47.1% of the fund in large caps against 31.6%.
- WhiteOak Capital Multi Cap is the larger fund: ₹4,308 Cr against ₹2,376 Cr.
- Their portfolios overlap 63.8%: 117 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 | WhiteOak Capital Large & Mid Cap Fund | WhiteOak Capital Multi Cap Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Large & Mid Cap | Multi Cap |
| AUM | ₹2,376 Cr (30-09-2026) | ₹4,308 Cr (30-09-2026) |
| NAV | ₹13.69 (Direct) | ₹16.08 (Direct) |
| Expense ratio (Direct) | 0.89% | 0.89% |
| Expense ratio (Regular) | 2.35% | 2.21% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 250 Large MidCap TRI | NIFTY 500 Multicap 50:25:25 Total Return Index |
| Launch date | 22-12-2023 | 22-09-2023 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | None |
| Fund managers | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal |
| Exit load | Nil | Nil |
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi 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 |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (Direct) | −0.04% | −5.49% | +0.97% | −2.30% | -- | -- | -- |
| WhiteOak Capital Multi Cap Fund (Direct) | −1.42% | −4.28% | +3.31% | −0.45% | +17.52% | -- | -- |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | -- | -- | -- |
| Multi Cap average | −2.65% | −3.95% | +1.99% | −1.14% | +13.54% | -- | -- |
Category average: the average of the 36 Large & Mid Cap funds and the 33 Multi Cap funds, same plan type.
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi Cap: Year-wise Returns
| Year | Large & MidWhiteOak Capital Large & Mid Cap | MultiWhiteOak Capital Multi Cap |
|---|---|---|
| 2026to date | −2.41% | +0.42% |
| 2025 | +8.25% | +7.19% |
| 2024 | +27.61% | +30.77% |
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi Cap: Rolling Returns
Every holding period of both funds, against BSE 250 LargeMidCap Index TRI, the benchmark of WhiteOak Capital Large & Mid Cap Fund
Rolling returns
Every 1-year holding period, 455 of them, one for each trading day from 26-12-2024 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.
WhiteOak Capital Large & Mid Cap Fund (Direct)
WhiteOak Capital Multi Cap Fund (Direct)
BSE 250 LargeMidCap Index TRI
to
Feb 2025Jun 2024
to
Jun 2025Oct 2024
to
Oct 2025Jan 2025
to
Jan 2026May 2025
to
May 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap | 3.3 | 19.1 | 34.5 | 28.4 | 10.3 | 2.2 | 2.2 | 9.6% | 9.1% | −4.5% | 30.6% | 98% |
| WhiteOak Capital Multi Cap | 1.1 | 10.3 | 35.4 | 33.8 | 14.3 | 2.4 | 2.6 | 10.9% | 10.4% | −2.1% | 33.8% | 96% |
| BSE 250 LargeMidCap Index TRI | 26.4 | 32.1 | 27.5 | 11.4 | 2.6 | 0.0 | 0.0 | 4.0% | 3.8% | −9.6% | 17.4% | -- |
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 BSE 250 LargeMidCap Index 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 26-12-2023. Past returns do not promise future returns.
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi 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 26-12-2023 to 30-10-2026: 35 instalments, ₹3,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap Fund (Direct) | ₹3,50,000 | ₹3,80,307 | ₹30,307 | 5.6% |
| WhiteOak Capital Multi CapWhiteOak Capital Multi Cap Fund (Direct) | ₹3,50,000 | ₹3,92,266 | ₹42,266 | 7.8% |
WhiteOak Capital Large & Mid CapWhiteOak Capital Large & Mid Cap Fund (Direct)
WhiteOak Capital Multi CapWhiteOak Capital Multi 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.
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | WhiteOak Capital Large & Mid Cap Fund (Direct) | WhiteOak Capital Multi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.30% | −0.45% |
| Standard deviation | 13.60% | 13.86% |
| Sharpe ratio | -0.55 | -0.41 |
| Sortino ratio | -0.74 | -0.56 |
| Maximum drawdown | −13.1% (23-03-2026) | −15.0% (23-03-2026) |
| Beta | 0.94 | 0.91 |
| Alpha | +4.89% | +4.59% |
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 | WhiteOak Capital Large & Mid Cap Fund (Direct) | WhiteOak Capital Multi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.50% | +16.50% |
| Standard deviation | 14.33% | 14.33% |
| Sharpe ratio | 0.39 | 0.73 |
| Sortino ratio | 0.52 | 0.99 |
| Maximum drawdown | −16.0% (28-02-2025) | −16.9% (28-02-2025) |
| Beta | 0.98 | 0.93 |
| Alpha | +6.03% | +6.65% |
From daily NAVs, 26-12-2023 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.
WhiteOak Capital Large & Mid Cap Fund (Direct)
WhiteOak Capital Multi Cap Fund (Direct)
BSE 250 LargeMidCap Index TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (Direct) | −16.0% | 16-12-2024 | 28-02-2025 | 26-06-2025 | 4 months | −7.4% |
| WhiteOak Capital Multi Cap Fund (Direct) | −16.9% | 11-12-2024 | 28-02-2025 | 27-06-2025 | 4 months | −6.8% |
| BSE 250 LargeMidCap Index TRI | −18.0% | 26-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −9.4% |
From daily values since 26-12-2023, 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.
WhiteOak Capital Large & Mid Cap Fund (Direct)
WhiteOak Capital Multi Cap Fund (Direct)
BSE 250 LargeMidCap Index TRI
Against BSE 250 LargeMidCap Index TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (Direct) | 118% | 87% | 3.81% |
| WhiteOak Capital Multi Cap Fund (Direct) | 123% | 85% | 5.09% |
From month-end values since 26-12-2023. 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.
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Large & Mid Cap Fund, September 2026; WhiteOak Capital Multi Cap Fund, September 2026
Holdings in common
- Overlap
- 63.8%
- Held by both
- 117
- Only in WhiteOak Capital Large & Mid Cap
- 10
- Only in WhiteOak Capital Multi Cap
- 91
| Security | % of WhiteOak Capital Large & Mid Cap | % of WhiteOak Capital Multi Cap |
|---|---|---|
| ICICI Bank Limited | 6.63% | 5.07% |
| Bharti Airtel Limited | 2.73% | 2.69% |
| Nestle India Limited | 3.38% | 2.51% |
| HDFC Bank Limited | 2.72% | 2.10% |
| Eternal Limited | 2.41% | 1.69% |
| State Bank of India | 2.22% | 1.63% |
| Mahindra & Mahindra Limited | 2.13% | 1.49% |
| Nexus Select Trust - REIT | 1.37% | 1.67% |
| The Federal Bank Limited | 1.97% | 1.19% |
| Reliance Industries Limited | 1.75% | 1.19% |
| Bharti Hexacom Limited | 1.57% | 1.17% |
| Max Financial Services Limited | 1.78% | 1.16% |
| Laurus Labs Limited | 1.75% | 1.13% |
| Kotak Mahindra Bank Limited | 1.69% | 1.13% |
| Torrent Pharmaceuticals Limited | 1.10% | 1.14% |
| The Phoenix Mills Limited | 1.55% | 1.05% |
| Titan Company Limited | 1.64% | 0.92% |
| Bharat Electronics Limited | 1.00% | 0.85% |
| Muthoot Finance Limited | 1.02% | 0.83% |
| Fortis Healthcare Limited | 1.19% | 0.77% |
| Maruti Suzuki India Limited | 1.31% | 0.75% |
| Bharat Heavy Electricals Limited | 1.16% | 0.74% |
| Lenskart Solutions Limited | 0.90% | 0.74% |
| Coforge Limited | 0.72% | 0.99% |
| Oil India Limited | 1.01% | 0.70% |
| Persistent Systems Limited | 0.70% | 1.00% |
| Motilal Oswal Financial Services Limited | 1.10% | 0.66% |
| Axis Bank Limited | 1.42% | 0.65% |
| Info Edge (India) Limited | 1.07% | 0.63% |
| Vertis Infrastructure Trust | 0.79% | 0.63% |
| National Aluminium Company Limited | 0.83% | 0.62% |
| Ajanta Pharma Limited | 0.70% | 0.62% |
| 91 Days Tbill (MD 10/12/2026) | 0.62% | 0.80% |
| 360 One WAM Limited | 0.84% | 0.61% |
| Navin Fluorine International Limited | 0.63% | 0.60% |
| IndusInd Bank Limited | 0.86% | 0.59% |
| AIA Engineering Limited | 0.83% | 0.58% |
| KEI Industries Limited | 0.84% | 0.57% |
| Embassy Office Parks REIT | 0.56% | 0.59% |
| Marico Limited | 0.84% | 0.55% |
| Knowledge Realty Trust | 0.54% | 0.52% |
| Bajaj Finserv Limited | 0.54% | 0.50% |
| Alkem Laboratories Limited | 0.71% | 0.48% |
| Hindalco Industries Limited | 0.78% | 0.47% |
| Billionbrains Garage Ventures Ltd | 0.48% | 0.47% |
| IPCA Laboratories Limited | 0.94% | 0.45% |
| Cipla Limited | 0.47% | 0.45% |
| FSN E-Commerce Ventures Limited | 0.45% | 0.46% |
| Berger Paints (I) Limited | 0.82% | 0.43% |
| Poly Medicure Limited | 0.42% | 0.57% |
| Vishal Mega Mart Limited | 0.54% | 0.41% |
| Mahindra & Mahindra Financial Services Limited | 0.51% | 0.40% |
| Max Healthcare Institute Limited | 0.40% | 0.57% |
| 91 Days Tbill (MD 29/10/2026) | 0.85% | 0.39% |
| 91 Days Tbill (MD 19/11/2026) | 0.42% | 0.39% |
| Jindal Stainless Limited | 0.42% | 0.39% |
| 182 Days Tbill (MD 12/11/2026) | 0.38% | 0.46% |
| Sai Life Sciences Limited | 0.38% | 0.44% |
| Tech Mahindra Limited | 0.77% | 0.37% |
| Solar Industries India Limited | 0.66% | 0.36% |
| Asian Paints Limited | 0.53% | 0.36% |
| Larsen & Toubro Limited | 0.59% | 0.35% |
| REC Limited | 0.55% | 0.35% |
| Multi Commodity Exchange of India Limited | 0.47% | 0.35% |
| 91 Days Tbill (MD 08/10/2026) | 0.42% | 0.35% |
| 182 Days Tbill (MD 17/12/2026) | 0.39% | 0.34% |
| Tube Investments of India Limited | 0.70% | 0.33% |
| Hitachi Energy India Limited | 0.59% | 0.31% |
| Sun Pharmaceutical Industries Limited | 0.44% | 0.30% |
| Meesho Ltd | 0.36% | 0.30% |
| 91 Days Tbill (MD 03/12/2026) | 0.32% | 0.29% |
| Narayana Hrudayalaya Limited | 0.31% | 0.29% |
| National Stock Exchange Of India Ltd | 0.52% | 0.28% |
| Bank of India | 0.43% | 0.27% |
| Bajaj Finance Limited | 0.67% | 0.26% |
| GE Vernova T&D India Limited | 0.40% | 0.26% |
| Page Industries Limited | 0.26% | 0.36% |
| Cummins India Limited | 0.43% | 0.25% |
| Bosch Limited | 0.26% | 0.25% |
| Gland Pharma Limited | 0.25% | 0.43% |
| Abbott India Limited | 0.59% | 0.24% |
| National Highways Infra Trust | 0.23% | 0.46% |
| International Gemological Institute Limited | 0.22% | 0.30% |
| Mankind Pharma Limited | 0.42% | 0.21% |
| Power Grid Corporation of India Limited | 0.29% | 0.21% |
| Godrej Properties Limited | 0.21% | 0.25% |
| Pidilite Industries Limited | 0.48% | 0.20% |
| Infosys Limited | 0.46% | 0.20% |
| Cholamandalam Investment and Finance Company Ltd | 0.44% | 0.20% |
| Hindustan Petroleum Corporation Limited | 0.42% | 0.20% |
| Tata Steel Limited | 0.33% | 0.20% |
| NMDC Limited | 0.25% | 0.20% |
| Vedanta Aluminium Metal Limited | 0.24% | 0.20% |
| Anthem Biosciences Limited | 0.22% | 0.20% |
| 91 Days Tbill (MD 22/10/2026) | 0.41% | 0.19% |
| 91 Days Tbill (MD 05/11/2026) | 0.23% | 0.19% |
| Godrej Industries Limited | 0.46% | 0.18% |
| Colgate Palmolive (India) Limited | 0.23% | 0.18% |
| Oil & Natural Gas Corporation Limited | 0.26% | 0.17% |
| NTPC Limited | 0.25% | 0.16% |
| Aditya Birla Real Estate Limited | 0.16% | 0.19% |
| Intellect Design Arena Limited | 0.16% | 0.27% |
| Hero MotoCorp Limited | 0.71% | 0.15% |
| 182 Days Tbill (MD 05/11/2026) | 0.18% | 0.15% |
| Supreme Industries Limited | 0.31% | 0.14% |
| Endurance Technologies Limited | 0.30% | 0.13% |
| Tata Consultancy Services Limited | 0.29% | 0.13% |
| Aditya Birla Capital Limited | 0.23% | 0.12% |
| 364 Days Tbill (MD 12/11/2026) | 0.10% | 0.12% |
| Coromandel International Limited | 0.36% | 0.05% |
| ICICI Prudential Asset Management Company Limited | 0.15% | 0.04% |
| Cholamandalam Financial Holdings Limited | 0.03% | 0.09% |
| Nippon Life India Asset Management Limited | 0.03% | 0.03% |
| Sona BLW Precision Forgings Limited | 0.02% | 0.04% |
| PB Fintech Limited | 0.12% | 0.01% |
| Petronet LNG Limited | 0.04% | 0.01% |
| Oracle Financial Services Software Limited | 0.03% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 63.8% means 63.8% 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 WhiteOak Capital Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| Divi's Laboratories Limited | 1.12% |
| JSW Infrastructure Ltd | 1.00% |
| Tata Capital Limited | 0.76% |
| Adani Enterprises Limited | 0.51% |
| Brookfield India Real Estate Trust | 0.46% |
Largest holdings only in WhiteOak Capital Multi Cap Fund
| Security | % of fund |
|---|---|
| Aadhar Housing Finance Limited | 1.16% |
| Azad Engineering Ltd | 0.90% |
| KRN Heat Exchanger And Refrigeration Limited | 0.83% |
| Five Star Business Finance Limited | 0.71% |
| India Shelter Finance Corporation Limited | 0.71% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Large & Mid Cap | WhiteOak Capital Multi Cap |
|---|---|---|
| Equity | 85.9% | 88.1% |
| Debt | 4.3% | 3.7% |
| Cash and others | 9.8% | 8.3% |
Market cap of stocks
| Market cap | WhiteOak Capital Large & Mid Cap | WhiteOak Capital Multi Cap |
|---|---|---|
| Large Cap | 47.1% | 31.6% |
| Mid Cap | 36.0% | 24.0% |
| Small Cap | 2.3% | 29.6% |
| Not on AMFI's list | 0.5% | 2.9% |
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 | WhiteOak Capital Large & Mid Cap | WhiteOak Capital Multi Cap |
|---|---|---|
| Banks | 18.1% | 14.3% |
| Pharmaceuticals & Biotechnology | 9.1% | 7.7% |
| Finance | 4.8% | 7.3% |
| Retailing | 5.7% | 5.1% |
| Telecom - Services | 4.3% | 3.9% |
| Automobiles | 4.2% | 2.4% |
| Healthcare Services | 1.9% | 3.9% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Large & Mid Cap vs WhiteOak Capital Multi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Large & Mid Cap Fund | WhiteOak Capital Multi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.89% | 0.89% |
| Base expense ratio (Direct) | 0.48% | 0.50% |
| Total expense ratio (Regular) | 2.35% | 2.21% |
| Base expense ratio (Regular) | 1.72% | 1.62% |
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 Bandhan Large & Mid Cap
- WhiteOak Capital Large & Mid Cap vs Quant Large & Mid Cap
WhiteOak Capital Large & Mid Cap Fund vs WhiteOak Capital Multi Cap Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Large & Mid Cap Fund and WhiteOak Capital Multi Cap Fund?
WhiteOak Capital Large & Mid Cap Fund is a Large & Mid Cap fund, WhiteOak Capital Multi Cap Fund is a Multi Cap fund, run by WhiteOak Capital Mutual Fund. Their portfolios overlap 63.8%. WhiteOak Capital Large & Mid Cap Fund charges 0.89% a year and WhiteOak Capital Multi Cap Fund 0.89%.
Which has given higher returns, WhiteOak Capital Large & Mid Cap Fund or WhiteOak Capital Multi Cap Fund?
Over 1 year: WhiteOak Capital Large & Mid Cap Fund −2.30%, WhiteOak Capital Multi Cap Fund −0.45%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, WhiteOak Capital Large & Mid Cap Fund or WhiteOak Capital Multi Cap Fund?
Both charge 0.89% a year.
How much do WhiteOak Capital Large & Mid Cap Fund and WhiteOak Capital Multi Cap Fund overlap?
63.8%. They hold 117 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, NESTLEIND. From each fund's latest monthly portfolio.
Which is riskier, WhiteOak Capital Large & Mid Cap Fund or WhiteOak Capital Multi Cap Fund?
On SEBI's riskometer, WhiteOak Capital Large & Mid Cap Fund is rated Very High and WhiteOak Capital Multi Cap Fund Very High. Over 1 years, the standard deviation of daily returns was 13.60% and 13.86% a year.
Can I invest in both WhiteOak Capital Large & Mid Cap Fund and WhiteOak Capital Multi Cap Fund?
Yes. 63.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages WhiteOak Capital Large & Mid Cap Fund and WhiteOak Capital Multi Cap Fund?
WhiteOak Capital Large & Mid Cap Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal. WhiteOak Capital Multi 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.