Which has the lower expense ratio, NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN or WhiteOak Capital Multi Cap Fund Direct Plan Growth?

NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN's expense ratio is 0.49% versus WhiteOak Capital Multi Cap Fund Direct Plan Growth's 0.88%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN and WhiteOak Capital Multi Cap Fund Direct Plan Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN vs WhiteOak Capital Multi Cap Fund Direct Plan Growth

Q: NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN vs WhiteOak Capital Multi Cap Fund Direct Plan Growth — which has given better returns?

NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN has a 1-year return of -3.95% versus WhiteOak Capital Multi Cap Fund Direct Plan Growth's 2.94%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN

Navi Mutual Fund

★★★★★

Equity · Multi Cap

WhiteOak Capital Multi Cap Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Multi Cap

Metric	NAVI NIFTY 500 MULTICA...	WhiteOak Capital Multi...
NAV	₹9.69	₹16.12
Star Rating	★★	★★★★★
Expense Ratio	0.49%	0.88%
AUM	₹27 Cr	₹4,384 Cr
1M Return	-3.99%	-5.58%
3M Return	-5.15%	-1.5%
6M Return	-1.51%	+7.2%
1Y Return	-3.95%	+2.94%
3Y CAGR	—	+16.82%
Risk Level	—	—
Fund Manager	Aditya Mulki	Ramesh Mantri

View Fund A View Fund B

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