WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option
Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing. From WhiteOak Capital Mutual Fund. It's been running since 2 Dec 2022.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 25 other funds in Equity Schemes - Large Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 5 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option against other large cap funds.
Technical details (for the pros)
Fund info
- Fund house
- WhiteOak Capital Mutual Fund
- Category
- Equity Schemes - Large Cap Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF03VN01704
- ISIN (Div re-invest)
- INF03VN01712
- Fund code
- 150798
- First price on record
- 2 Dec 2022 · 926 daily prices
About WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option
WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option is a Equity Schemes - Large Cap Fund offered by WhiteOak Capital Mutual Fund under the Direct plan with the IDCW option. It has approximately 4 years of NAV track record. The fund falls in the large cap category — Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.
The current NAV of WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option is ₹15.9060 (as of 4 Sep 2026). Historically, it has delivered 3.00% over the last year, 14.27% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 13.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 15.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option?+
The latest NAV of WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option is ₹15.9060 as of 4 Sep 2026, down 0.18% from the previous day. NAV is updated once a business day after the market close.
What are the returns of WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option?+
WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option has delivered 1-year return 3.00%, 3-year CAGR 14.27%, since-inception CAGR 13.34%. Returns are historical and don't predict future performance — markets move in cycles.
What category does WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option belong to?+
WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option is categorised as Equity Schemes - Large Cap Fund. Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.
How risky is WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option?+
Based on its 3-year annualised volatility of 13.4%, WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option a direct plan?+
WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option?+
WhiteOak Capital Large Cap Fund - Direct Plan - IDCW Option has NAV history available from 2 Dec 2022 — approximately 4 years of track record and 926 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.