White Oak Capital - Large and Mid Cap Fund · Direct · Growth
NAV
₹13.9610
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +5.70%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.02%
SIP returns (XIRR)
- 1Y
- +6.12%
- 3Y
- —
- 5Y
- —
- Since Inception
- +9.34%
Returns calculated from 01 December 2023 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
White Oak Capital - Large and Mid Cap Fund · Direct · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
White Oak Capital - Large and Mid Cap Fund · Direct · Growth is a Large & Mid Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations