Funds similar to WhiteOak Capital Quality Equity Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Active Momentum 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.

The category rank of WhiteOak Capital Quality Equity Fund Direct-Growth is shown in the Trailing Returns section above.

WhiteOak Capital Quality Equity Fund Direct-Growth has an expense ratio of 1.03%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 0.82% and SBI Quality Fund Direct-Growth has 1.33%. 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.

WhiteOak Capital Quality Equity Fund Direct-Growth has an AUM of ₹597.57 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹7,961.68 crore and SBI Quality Fund Direct-Growth has ₹2,577.7 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.

The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Samco Active Momentum Fund Direct-Growth with a CAGR of 12.78% as of 21 Oct 2026. WhiteOak Capital Quality Equity Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of WhiteOak Capital Quality Equity Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.