Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth

Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth holds up reasonably well within the Large & MidCap category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.

Cost: At 0.93%, the expense ratio is roughly in line with the Large & MidCap category average of 0.94% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 13.44% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.