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WhiteOak Capital

Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth

Large & Mid CapEquity Rank 19 of 39

NAV · Regular-Growth

-0.04-0.28%

As of · AMFI

NAV growth+7.8%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Consistency

Strong

positive in 3 of 3 years

Beats its Large & Mid Cap category on 1Y.

1Y return

+7.8%

+5.2 vs cat

3Y CAGR

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

3Y std dev

In plain English

Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth is a Large & Mid Cap scheme from WhiteOak Capital. Worst historical drawdown: -17% in Feb 2025, recovered in 4 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF03VN01837

NAV (Direct-Growth)

₹14.0760

Last 1Y

+7.85%

Aug 25Min ₹11.93 · Max ₹14.14 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-16.5%

Peak ₹13.23 on 27 Sept 2024 → trough ₹11.04 on 28 Feb 2025 (5 months down).

Recovered in 4 months· 30 Jun 2025

Mar 2026

-13.4%

Peak ₹13.77 on 20 Nov 2025 → trough ₹11.93 on 23 Mar 2026 (4 months down).

Recovered in 4 months· 10 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.33%-0.34%17/ 42
1M+1.87%+1.99%22/ 41
3M+7.53%+5.15%20/ 39
6M+4.34%-0.39%17/ 39
YTD+3.67%-0.74%19/ 39
1Y+7.85%+2.66%19/ 39
2Y+6.54%+0.92%6/ 34

Peers in Large & Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.