Mahindra Manulife Mutual Fund
Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth
Large & Mid Cap
+11.9% 3Y CAGR
WhiteOak Capital Mutual Fund
Large & Mid Cap · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Whiteoak Capital Large & Mid Cap Fund is a Large & Mid Cap fund from WhiteOak Capital Mutual Fund, with NAVs going back to December 2023. This page covers its direct plan, growth option. It manages ₹2,406 crore, the 23rd largest of 34 Large & Mid Cap funds. Its expense ratio is 0.89% a year, lower than the median of 1.05% for Large & Mid Cap funds.
Over the last year it returned -2.30%, 10th of 32 Large & Mid Cap funds (median -4.11%). It is 5.92 percentage points a year ahead of its benchmark, the BSE 250 Large MidCap TRI, over the last year, on AMFI's figures. Its biggest fall from a peak since December 2023 was 16.0%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-2.30%
Since launch (26 Dec 2023)
+11.50%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -2.46% | -8.38% | +5.92 pts |
| Since launch | +11.65% | +5.66% | +5.99 pts |
Measured from this fund's own daily NAVs over the last 2.8 years.
Volatility (annualised)
14.5%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-16.0%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 26 Dec 2023.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on WhiteOak Capital Mutual Fund's website before you invest.
Funds next to Whiteoak Capital Large & Mid Cap Fund, in the same category, ranked by fund size.
Mahindra Manulife Mutual Fund
Large & Mid Cap
+11.9% 3Y CAGR
Baroda BNP Paribas Mutual Fund
Large & Mid Cap
+13.7% 3Y CAGR
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
Research-only · No transactions