Should I invest in WhiteOak Capital Quality Equity Fund Direct Plan Growth?

We don't give personal investment advice. WhiteOak Capital Quality Equity 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 Quality Equity Fund Direct Plan Growth

Latest NAV

₹10.5620

As of

17 Jul 2026

359 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	+0.29%	-0.05%	+0.34	88 / 258	Q2
1W	+0.10%	-0.18%	+0.29	80 / 258	Q2
2W	+0.95%	-0.17%	+1.12	46 / 259	Q1
1M	+3.64%	+1.63%	+2.01	56 / 259	Q1
3M	+5.42%	+4.83%	+0.59	104 / 259	Q2
6M	-1.52%	+4.61%	-6.13	204 / 250	Q4
YTD	-2.52%	+2.98%	-5.50	193 / 247	Q4
1Y	-1.24%	+5.46%	-6.70	189 / 235	Q4
2Y	—	—	—	—	—
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+3.60%	+12.07%	-8.48	221 / 259	Q4

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	-2.52%	+3.40%	-5.92	191 / 244
2025	—	—	—	—

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

-1.17%

6 windows

min -4.9% · max 6.6%

17% 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 Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹10.5620
16 Jul 2026	₹10.5310
15 Jul 2026	₹10.5480
14 Jul 2026	₹10.5280
13 Jul 2026	₹10.5690
10 Jul 2026	₹10.5510
9 Jul 2026	₹10.4730
8 Jul 2026	₹10.3630
7 Jul 2026	₹10.5560
6 Jul 2026	₹10.5290

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 Quality Equity Fund Direct Plan Growth is ₹10.5620. It's a Sectoral/Thematic Fund from WhiteOak Capital, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

WhiteOak Capital Quality Equity Fund Direct Plan Growth has NAV history starting from 30 Jan 2025, a track record of about 1 year 5 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 Quality Equity Fund Direct Plan Growth is managed by WhiteOak Capital. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, WhiteOak Capital Quality Equity Fund Direct Plan Growth has delivered a absolute return of -1.24% — -6.7 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #189 of 235 in its category — the bottom (Q4) quartile.

WhiteOak Capital Quality Equity 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 Quality Equity 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 Quality Equity 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 Quality Equity Fund Direct Plan Growth over the last 1 year — total invested ₹120,000 — would be worth ₹121,543 today. That's an XIRR (money-weighted annualised return) of 2.39%.

WhiteOak Capital Quality Equity 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 ₹121,543 — XIRR 2.39%.

WhiteOak Capital Quality Equity 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 Quality Equity Fund Direct Plan Growth doesn't have a computed drawdown figure yet.

Consistency stats for WhiteOak Capital Quality Equity Fund Direct Plan Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

We don't yet have a completed calendar-year return for WhiteOak Capital Quality Equity Fund Direct Plan Growth.

WhiteOak Capital Quality Equity 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 Quality Equity 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 Quality Equity Fund Direct Plan Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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