EquityLarge Cap FundDirect · Growth
WhiteOak Capital Large Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 150797
₹16.03▼ 0.35%NAV · 2026-09-18
Strong FundScore
AUM
₹1,260 cr
Expense ratio
0.94%
3Y CAGR
15.5%
Risk level
Moderately High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: Ramesh MantriExit load: Nil
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 15.5% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 15%.
- ✓3Y CAGR: +15.5%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +3.5%
- •Sharpe ratio: 0.59
FundScore breakdown
74/100 · Strong
Returns
Decent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.