All comparisons
Head-to-head
WhiteOak Capital Large Cap Fund - Direct Plan - Growth OptionvsJM Large Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option and JM 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
WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option
3Y ago₹1.49 L
5Y ago—
large cap
JM Large Cap Fund - Direct Plan - Growth Option
3Y ago₹1.42 L
5Y ago₹1.73 L
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 | WhiteOak Capital Large Cap Fund… | JM Large Cap Fund - Direct Plan… |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | JM Financial Mutual Fund |
| Category | Equity Schemes - Large Cap Fund | Equity Schemes - Large Cap Fund |
| Latest NAV | ₹15.906 | ₹180.0908 |
| Assets managed (AUM) | — | — |
| 1Y return | 3.00% | 3.77% |
| 3Y CAGR | 14.27% | 12.31% |
| 5Y CAGR | — | 11.57% |
| Since inception CAGR | 13.34% | 12.40% |
| Bumpiness · 3Y (annualised σ) | 13.38 | 15.03 |
| Worst drop ever | -15.25% | -19.80% |
| Sharpe · 3Y (rf=6%) | 0.57 | 0.39 |
Explore each fund individually
WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option →JM Large Cap Fund - Direct Plan - Growth Option →
Want to compare more than two? Add up to 3 more funds on the full compare page.