EquityLarge & Mid Cap FundDirect · Growth
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 152226
₹14.68▼ 0.28%NAV · 2026-09-18
Decent FundScore
AUM
₹2,441 cr
Expense ratio
0.90%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Ashish AgrawalExit load: Nil
Decent · 63/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓1Y return vs category: +2.7% vs category avg
- ✓Alpha vs benchmark: +9.2%
- ✓Volatility: 15% annualised
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.63
- •Sortino ratio: 0.79
FundScore breakdown
63/100 · Decent
Returns
Average
Consistency
Average
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.