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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | WhiteOak Capital Large Cap Fund - IDCW - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | Trust MF |
| Category | Equity - Large Cap Fund | Equity - Small cap Fund |
| NAV | ₹15.43 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | BSE 100 - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ramesh Mantri | Mihir Vora |
| Inception | 01 Dec 2022 | 04 Nov 2024 |
| Returns | ||
| 1Y | -2.07% | 27.43% |
| 3Y | 12.12% | — |
| 5Y | — | — |
| Since Inception | 12.12% | 18.19% |
| Risk | ||
| 12.71 | 22.45 | |
| 1.01 | 0.94 | |
| 0.83 | 0.29 | |
| 4.98 | 11.41 | |
| 1.52 | 0.54 | |
| -11.86% | -15.49% | |
| Costs | ||
| Expense Ratio | 0.94% | 1.56% |
| Exit Load | NIL | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
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