Which funds are similar to WhiteOak Capital Large Cap Fund Direct-Growth?
Funds similar to WhiteOak Capital Large Cap Fund Direct-Growth in the Equity: Large Cap category include ICICI Prudential Large Cap Fund Direct-Growth, SBI Large Cap Direct Plan-Growth, and Nippon India Large 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 Large Cap Fund Direct-Growth in its category?
On a 3-year return basis WhiteOak Capital Large Cap Fund Direct-Growth is ranked 18 out of 81 funds in the Equity: Large Cap category as of 6 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does WhiteOak Capital Large Cap Fund Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital Large Cap Fund Direct-Growth has an expense ratio of 0.91%. The peers ICICI Prudential Large Cap Fund Direct-Growth has an expense ratio of 1.00% and SBI Large Cap Direct Plan-Growth has 0.89%. 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 Large Cap Fund Direct-Growth's AUM compare to similar funds?
WhiteOak Capital Large Cap Fund Direct-Growth has an AUM of ₹1,259.74 crore. The peers ICICI Prudential Large Cap Fund Direct-Growth has an AUM of ₹80,960.3 crore and SBI Large Cap Direct Plan-Growth has ₹55,430.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large Cap?
The top performing fund in the Equity: Large Cap category on a 3-year basis is Kotak Nifty Next 50 Index Fund Direct-Growth with a CAGR of 17.24% as of 6 Sep 2026. WhiteOak Capital Large Cap Fund Direct-Growth has delivered 13.80% CAGR over the same period, ranking 18 out of 81 funds. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital Large Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, WhiteOak Capital Large Cap Fund Direct-Growth has a Sharpe ratio of 0.69 compared to the Equity: Large Cap average of 0.44 as of 6 Sep 2026. It ranks 1 out of 81 funds in its category on Sharpe ratio.
