Large & Mid Cap · Equity
WhiteOak Capital Large & Mid Cap Fund
WhiteOak Capital Mutual Fund
Benchmark
BSE 250 Large MidCap TRIRiskometer
Very HighSize
₹2,405 crAllotted
Not on recordHoldings as of
Not on recordWhiteOak Capital Large & Mid Cap Fund is a large & mid cap fund of WhiteOak Capital Mutual Fund with ₹2,405 cr under management. It is ahead of its benchmark (BSE 250 Large MidCap TRI) in 1 of 1 periods. Its direct plan charges 0.88% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has WhiteOak Capital Large & Mid Cap Fund beaten its benchmark?
Ahead of its benchmark, BSE 250 Large MidCap TRI, in 1 of 1 periods in AMFI's figures; +0.48% over the last year against −5.57%.
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (BSE 250 Large MidCap TRI) in 1 of 1 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.48% | −0.97% | −5.57% | +6.05 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app
What does WhiteOak Capital Large & Mid Cap Fund cost?
0.88% a year on the direct plan, 2.35% on the regular plan; 11 of 36 funds in its category charge less.
Direct plan
0.88% a year
Category median 1.07%
Regular plan
2.35% a year
Category median 2.29%
Gap
1.47 points
for the same holdings
11 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Large & Mid Cap Fund
Who manages WhiteOak Capital Large & Mid Cap Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
What does WhiteOak Capital Large & Mid Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
What is the expense ratio of WhiteOak Capital Large & Mid Cap Fund?
0.88% a year on the direct plan and 2.35% on the regular plan (expense report, Oct 2026).
Inside the app
See WhiteOak Capital Large & Mid Cap Fund beside your own funds in Valarth
