What is the 1-year rolling return of WhiteOak Capital Large Cap Fund?

Across 711 overlapping 1-year holding periods between 2 December 2022 and 16 October 2026, the Direct plan of WhiteOak Capital Large Cap Fund returned an average of 17.63% a year, with a median of 12.47%. The best 1-year stretch returned 46.83% a year and the worst returned -5.03%.

Has WhiteOak Capital Large Cap Fund ever lost money over 1 years?

Yes. 7.3% of the 711 1-year holding periods in this fund's history ended below zero. The worst returned -5.03% a year, for someone who invested on 8 October 2025 and sold on 8 October 2026.

What is the difference between the Direct and Regular plans of WhiteOak Capital Large Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 17.63% a year on the Direct plan against 15.70% on the Regular plan, a difference of 1.93% a year.

What is the 3-year rolling return of WhiteOak Capital Large Cap Fund?

WhiteOak Capital Large Cap Fund has 220 windows at the 3-year holding period, because its NAV record begins on 2 December 2022. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

WhiteOak Capital Mutual Fund

WhiteOak Capital Large Cap Fund — rolling returns

Large Cap · NAV data as of 16 October 2026

954 daily NAV records since 2 December 2022

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 711 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

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Index or category average

Direct plan · showing data from 2 December 2022 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 2 December 2022 to 16 October 2026. Pick a shorter period or widen the range.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for WhiteOak Capital Large Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	17.63%	16.39%	—	—	—
Median	12.47%	15.80%	—	—	—
Minimum	-5.03%	11.61%	—	—	—
Maximum	46.83%	20.46%	—	—	—
Std deviation	14.84%	2.35%	—	—	—
Consistency
Above 0%	92.69%	100.00%	—	—	—
Above 8%	66.10%	100.00%	—	—	—
Above 12%	52.60%	98.18%	—	—	—
Above 15%	43.74%	69.55%	—	—	—
Coverage
Windows computed	711	220	—	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share.

5-year rolling returns for WhiteOak Capital Large Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	—	—
Best window	—	—
Worst window	—	—
Windows computed	—	—

Common questions about WhiteOak Capital Large Cap Fund

What is the 1-year rolling return of WhiteOak Capital Large Cap Fund?: Across 711 overlapping 1-year holding periods between 2 December 2022 and 16 October 2026, the Direct plan of WhiteOak Capital Large Cap Fund returned an average of 17.63% a year, with a median of 12.47%. The best 1-year stretch returned 46.83% a year and the worst returned -5.03%.
Has WhiteOak Capital Large Cap Fund ever lost money over 1 years?: Yes. 7.3% of the 711 1-year holding periods in this fund's history ended below zero. The worst returned -5.03% a year, for someone who invested on 8 October 2025 and sold on 8 October 2026.
What is the difference between the Direct and Regular plans of WhiteOak Capital Large Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 17.63% a year on the Direct plan against 15.70% on the Regular plan, a difference of 1.93% a year.
What is the 3-year rolling return of WhiteOak Capital Large Cap Fund?: WhiteOak Capital Large Cap Fund has 220 windows at the 3-year holding period, because its NAV record begins on 2 December 2022. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Large Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.