Choice Large & Mid Cap Fund vs WhiteOak Capital Large & Mid Cap Fund
Choice Large & Mid Cap Fund and WhiteOak Capital Large & Mid Cap Fund are both Large & Mid Cap funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs —, 5-year CAGR — vs —, volatility — vs 14.96%, maximum drawdown — vs −16.02%.
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Fund house | Choice Mutual Fund | WhiteOak Capital Mutual Fund |
| Compared as | Large & Mid Cap | Large & Mid Cap |
| NAV | — | ₹14.5700 |
| NAV date | — | 6 Nov 2026 |
| Launched (first NAV) | — | 26 Dec 2023 |
| Track record | — | 2.9 yrs |
| Fund size (AUM) | — | ₹2,376 Cr |
| Securities held | — | 130 |
| Portfolio as of | Not disclosed yet | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| 1 month | — | +5.93% |
| 3 months | — | −0.74% |
| 6 months | — | +4.93% |
| 1 year | — | +5.14% |
| 3 years (CAGR) | — | — |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | — | +13.86% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| 2026 (year to date) | — | +3.85% |
| 2025 | — | +8.25% |
| 2024 | — | +27.61% |
Risk
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Volatility (annualised) ⓘ | — | 14.96% |
| Downside volatility ⓘ | — | 10.56% |
| Sharpe ratio ⓘ | — | 0.49 |
| Sortino ratio ⓘ | — | 0.70 |
| Maximum drawdown ⓘ | — | −16.02% |
| Recovery from that fall | — | 4 months |
| Current fall from peak | — | −1.45% |
| Rolling 1-year return: worst | — | −4.54% |
| Rolling 1-year return: median | — | +9.01% |
| Rolling 1-year return: best | — | +30.74% |
| Share of 1-year periods with a loss | — | 4.12% |
Against each fund's benchmark
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Beta ⓘ | — | 0.93 |
| Alpha (Jensen's, annualised) ⓘ | — | +4.18% |
| R² ⓘ | — | 95.20 |
| Upside capture | — | 109.59% |
| Downside capture | — | 89.10% |
| Tracking error | — | 3.45% |
| Information ratio | — | 1.32 |
| Treynor ratio | — | 4.99 |
Portfolio
Choice Large & Mid Cap Fund has no usable portfolio disclosure on file yet, so portfolio comparisons are shown only where available.
Asset mix
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Equity | — | 85.90% |
| Cash & equivalents | — | 5.83% |
| Debt | — | 4.32% |
| REITs / InvITs | — | 3.95% |
Market-cap split (share of fund assets)
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Large Cap | — | 47.09% |
| Mid Cap | — | 35.95% |
| Small Cap | — | 2.34% |
| Unclassified | — | 0.52% |
Concentration
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Top 10 holdings | — | 27.72% |
| Effective number of stocks ⓘ | — | 66.3 |
| Securities held | — | 130 |
Top 10 holdings
Choice Large & Mid Cap
Not disclosed yet.
WhiteOak Capital Large & Mid Cap
- ICICI Bank Limited6.63%
- Nestle India Limited3.38%
- Bharti Airtel Limited2.73%
- HDFC Bank Limited2.72%
- Eternal Limited2.41%
- State Bank of India2.22%
- Mahindra & Mahindra Limited2.13%
- The Federal Bank Limited1.97%
- Max Financial Services Limited1.78%
- Reliance Industries Limited1.75%
Sector exposure
| Choice Large & Mid Cap | WhiteOak Capital Large & Mid Cap | |
|---|---|---|
| Banks | — | 18.07% |
| Pharmaceuticals & Biotechnology | — | 9.09% |
| Retailing | — | 5.73% |
| Realty | — | 4.94% |
| Finance | — | 4.75% |
| Telecom - Services | — | 4.30% |
| Automobiles | — | 4.15% |
| Capital Markets | — | 3.59% |
| Food Products | — | 3.38% |
| IT - Software | — | 3.13% |
| Consumer Durables | — | 2.99% |
| Sovereign | — | 2.73% |
| Industrial Products | — | 2.41% |
| Petroleum Products | — | 2.17% |
Questions people ask
What is the difference between Choice Large & Mid Cap and WhiteOak Capital Large & Mid Cap returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return — vs +5.14%; 3-year CAGR — vs —; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Choice Large & Mid Cap and WhiteOak Capital Large & Mid Cap compare on risk?
Volatility (36 monthly returns, annualised) — vs 14.96%; Sharpe ratio — vs 0.49; Sortino ratio — vs 0.70; maximum drawdown — vs −16.02%; beta — vs 0.93.
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.