EquityLarge Cap FundDirect · Growth
WhiteOak Capital Large Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 150797
₹16.15▼ 0.43%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
15.4%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.42% |
| 3 Months | +5.91% |
| 6 Months | +0.52% |
| 1 Year | +5.20% |
| 3 Years (CAGR) | +15.41% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +14.14% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns63
Consistency96
Risk-adjusted53
Downside protection75
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +15.4%
- ✓ 3Y CAGR vs category: +3.0% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 75% of windows
- ✓ Alpha vs benchmark: +5.4%
What to watch
- • 1Y return: +5.2%
- • Sharpe ratio: 0.62
- • Sortino ratio: 0.79
Risk metrics
Sharpe ratio
0.62
Sortino ratio
0.79
Volatility
12.75%
Max drawdown
-15.25%
Downside capture
89.60%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.