WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth
Equity: Small Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: NIFTY Smallcap 250 Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.71-0.83%
22 Oct 2026
Similar Funds
Side-by-side comparison of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 3.02% | — |
| 3Y Return | — | 12.94% | — |
| 5Y Return | — | 14.41% | — |
| 10Y Return | — | 16.58% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Small Cap
Top funds by AUM in the Equity: Small Cap category — see how WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth compares on size and returns.
Funds Tracking NIFTY Smallcap 250 Total Return Index
Top funds tracking the NIFTY Smallcap 250 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
Funds similar to WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth in the Equity: Small Cap category include Nippon India Small Cap Fund Direct-Growth, SBI Small Cap Fund Direct-Growth, and HDFC Small Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth in its category?
The category rank of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is shown in the Trailing Returns section above.
How does WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth has an expense ratio of 0.20%. The peers Nippon India Small Cap Fund Direct-Growth has an expense ratio of 0.69% and SBI Small Cap Fund Direct-Growth has 0.81%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth's AUM compare to similar funds?
The AUM of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is shown in the Scheme Overview section above.
Which fund has the best 3-year returns in the Equity: Small Cap?
The top performing fund in the Equity: Small Cap category on a 3-year basis is Bandhan Small Cap Fund Direct-Growth with a CAGR of 21.31% as of 21 Oct 2026. WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.