EquityLarge & Mid Cap FundDirect · Growth
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 152226
₹14.68▼ 0.34%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.25% |
| 3 Months | +7.60% |
| 6 Months | +5.88% |
| 1 Year | +10.10% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +15.65% |
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 →
Returns54
Consistency50
Risk-adjusted54
Downside protection74
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return vs category: +2.0% vs category avg
- ✓ Alpha vs benchmark: +8.6%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -16%
- ✓ Direct plan: no distributor commission
What to watch
- • Sharpe ratio: 0.64
- • Sortino ratio: 0.81
Risk metrics
Sharpe ratio
0.64
Sortino ratio
0.81
Volatility
14.74%
Max drawdown
-16.02%
Downside capture
90.20%
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.