WhiteOak Capital Large & Mid Cap Fund
Large & Mid Cap fund from WhiteOak Capital Mutual Fund. Direct and regular Growth plans: returns over 1, 3 and 5 years, against the Nifty LargeMidcap 250, its rank among large & mid cap funds and what a ₹10,000 SIP became.
As of 31 Oct 2026, WhiteOak Capital Large & Mid Cap Fund (direct plan, Growth) has returned -1.6% a year over 1 year. The Nifty LargeMidcap 250 index returned -6.3% over the same 1 years, so the fund beat it by 4.7 points a year. Expense ratio: 0.88% a year for the direct plan and 2.36% for the regular plan. Latest NAV ₹13.82 (2 Nov 2026).
WhiteOak Capital Large & Mid Cap Fund returns
| Plan | 1 year | 3 years | 5 years | 10 years | vs index, 5y | Beat the index (rolling 3y) |
|---|---|---|---|---|---|---|
| Direct | -1.6% | — | — | — | — | — |
| Regular | -3.0% | — | — | — | — | — |
To 31 Oct 2026. The rolling column counts every 3-year stretch in the stored history and how many of them the fund beat the Nifty LargeMidcap 250 index in. Returns are yearly (CAGR) from AMFI month-end NAVs of the Growth option. An index's return is measured through a low-cost index fund's direct plan, so it is a little below the index itself. Past returns do not tell you what a fund will do next, and this is not a recommendation to buy or sell any fund.
Against the index
| Period | Fund | Nifty LargeMidcap 250 | Nifty 50 |
|---|---|---|---|
| 1 year | -1.6% | -6.3% | -9.6% |
Calendar-year returns
| Year | Direct | Regular |
|---|---|---|
| 2025 | 8.2% | 6.6% |
| 2024 | 27.6% | 25.4% |
Expense ratio
0.88% a year for the direct plan and 2.36% for the regular plan, as disclosed for 30 Sep 2026 (AMFI's TER disclosure). It is taken out of the fund every day, so the returns above are already after it. On ₹10 lakh growing at 12% a year for 10 years, a 2.36% expense ratio instead of 0.88% costs ₹3,60,172. Try your own numbers with the expense ratio calculator.
Key takeaways
Frequently asked questions
What is the NAV of WhiteOak Capital Large & Mid Cap Fund?
₹13.82 for the direct plan (Growth) on 2 Nov 2026, from AMFI.
What is the expense ratio of WhiteOak Capital Large & Mid Cap Fund?
0.88% a year for the direct plan and 2.36% for the regular plan (AMFI disclosure for 30 Sep 2026).