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Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth

WhiteOak Capital · Mid Cap
High
₹13.47
Current NAV
25 Jun 2026
23.7%
1Y Return
20.7%
3Y CAGR
22.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Very large asset base (AUM: ₹18,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.07%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
1.27
Beta
-0.13
Alpha
1.88
Sortino
Fund Details
Fund House WhiteOak Capital
Category Mid Cap
AUM ₹18920 Cr
Expense Ratio 2.07%
Min SIP ₹500
Min Lumpsum ₹1000
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