Should I invest in Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth?

We don't give personal investment advice. Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

WhiteOak Capital

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth

Latest NAV

₹14.3910

As of

17 Jul 2026

630 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.31%	+0.08%	+0.24	10 / 34	Q2
1W	+0.03%	-0.24%	+0.26	13 / 34	Q2
2W	+1.23%	+0.35%	+0.88	2 / 34	Q1
1M	+3.08%	+1.89%	+1.19	3 / 34	Q1
3M	+5.03%	+4.17%	+0.86	9 / 34	Q2
6M	+3.15%	+3.18%	-0.03	14 / 34	Q2
YTD	+2.34%	+1.35%	+0.99	10 / 34	Q2
1Y	+6.81%	+3.29%	+3.52	5 / 34	Q1
2Y	+7.06%	+3.61%	+3.45	3 / 31	Q1
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.08%	+14.34%	+0.74	17 / 33	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.34%	+1.35%	+0.99	10 / 34
2025	+7.49%	+4.90%	+2.59	10 / 32
2024	+27.53%	+24.93%	+2.60	9 / 28
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.36%

20 windows

min 3.2% · max 28.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹368.0190	17 Jul 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹273.8346	17 Jul 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹716.8642	17 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,165.7000	17 Jul 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹131.2200	17 Jul 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹165.3550	17 Jul 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹138.5686	17 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹1,045.9600	17 Jul 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹39.3518	17 Jul 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹211.5155	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹14.3910
16 Jul 2026	₹14.3460
15 Jul 2026	₹14.4020
14 Jul 2026	₹14.3400
13 Jul 2026	₹14.3980
10 Jul 2026	₹14.3870
9 Jul 2026	₹14.2000
8 Jul 2026	₹14.0620
7 Jul 2026	₹14.3100
6 Jul 2026	₹14.3140

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth is ₹14.3910. It's a Large & Mid Cap Fund from WhiteOak Capital, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth has NAV history starting from 26 Dec 2023, a track record of about 2 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth is managed by WhiteOak Capital. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth has delivered a absolute return of 6.81% — +3.52 pp ahead of the Large & Mid Cap Fund category average of 3.29%. The fund ranks #5 of 34 in its category — the top (Q1) quartile.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth over the last 1 year — total invested ₹120,000 — would be worth ₹125,943 today. That's an XIRR (money-weighted annualised return) of 9.30%.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹125,943 — XIRR 9.30%.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth doesn't have a computed drawdown figure yet.

Consistency stats for Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth returned 7.49% — beating the Large & Mid Cap Fund category average of 4.90% by 2.59 pp. It ranked #10 of 32 in its category that year.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Large & Mid Cap Fund

Recent NAVs

Frequently asked questions

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