All comparisons
Head-to-head
JM Large Cap Fund - Direct Plan - Growth OptionvsWhiteOak Capital Large Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of JM Large Cap Fund - Direct Plan - Growth Option and WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
large cap
JM Large Cap Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.73 L
large cap
WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option
3Y ago₹1.49 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | JM Large Cap Fund - Direct Plan… | WhiteOak Capital Large Cap Fund… |
|---|---|---|
| Fund house | JM Financial Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Equity Schemes - Large Cap Fund | Equity Schemes - Large Cap Fund |
| Latest NAV | ₹180.0908 | ₹15.906 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.77% | 3.00% |
| 3Y CAGR | 12.31% | 14.27% |
| 5Y CAGR | 11.57% | — |
| Since inception CAGR | 12.40% | 13.34% |
| Bumpiness · 3Y (annualised σ) | 15.03 | 13.38 |
| Worst drop ever | -19.80% | -15.25% |
| Sharpe · 3Y (rf=6%) | 0.39 | 0.57 |
Explore each fund individually
JM Large Cap Fund - Direct Plan - Growth Option →WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option →
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