COMPARE
Motilal Oswal Large and Midcap Fund - Direct Plan Growth vs Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
Motilal Oswal Large and Midcap Fund and Whiteoak Capital Large & Mid Cap Fund are both in the Large & Mid Cap Fund category, from Motilal Oswal Asset Management Company Limited and WhiteOak Capital Asset Management Limited respectively. Whiteoak Capital Large & Mid Cap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Whiteoak Capital Large & Mid Cap Fund has the lower direct-plan expense ratio, by 0.03 percentage points.
| Motilal Oswal Large and Midcap Fund - Direct Plan Growth | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| AMC | Motilal Oswal Asset Management Company Limited | WhiteOak Capital Asset Management Limited |
| Benchmark | NIFTY LargeMidcap 250 TRI | BSE 250 LargeMidCap Index TRI |
| NAV | ₹38.6516 (2026-10-28) | ₹13.582 (2026-10-28) |
| AUM | ₹19,284.73 Cr | ₹2,359.97 Cr |
| Expense Ratio (Direct) | 0.91% | 0.88% |
| Inception | 2019-09-27 | 2023-12-01 |
Returns
Risk Metrics
Motilal Oswal Large and Midcap Fund has been the more volatile of the two by standard deviation.
| Motilal Oswal Large and Midcap Fund - Direct Plan Growth | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.54 | 0.22 |
| 3Y Alpha | 7.3544% | 2.6105% |
| 3Y Std Deviation | 19.5665% | 14.0528% |
| 3Y Calmar Ratio | 0.67 | 0.63 |
Portfolio Analytics
Motilal Oswal Large and Midcap Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Motilal Oswal Large and Midcap Fund - Direct Plan Growth | Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth | |
|---|---|---|
| P/E Ratio | 36.0073 | 27.2197 |
| P/B Ratio | - | - |
| Dividend Yield | 0.2302% | 0.9027% |
| Active Share | 89.27% | 53.75% |
| Portfolio Turnover | 12% | 215% |
| YTM | - | 5.2839% |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Whiteoak Capital Large & Mid Cap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Motilal Oswal Large and Midcap Fund or Whiteoak Capital Large & Mid Cap Fund?
Whiteoak Capital Large & Mid Cap Fund's direct-plan expense ratio is 0.03 percentage points lower than Motilal Oswal Large and Midcap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Motilal Oswal Large and Midcap Fund or Whiteoak Capital Large & Mid Cap Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Motilal Oswal Large and Midcap Fund has been more volatile than Whiteoak Capital Large & Mid Cap Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.54 for Motilal Oswal Large and Midcap Fund vs 0.22 for Whiteoak Capital Large & Mid Cap Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Motilal Oswal Large and Midcap Fund or Whiteoak Capital Large & Mid Cap Fund?
Motilal Oswal Large and Midcap Fund has ₹19,285 Cr in assets under management, versus ₹2,360 Cr for Whiteoak Capital Large & Mid Cap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Motilal Oswal Large and Midcap Fund or Whiteoak Capital Large & Mid Cap Fund?
Motilal Oswal Large and Midcap Fund launched on 2019-09-27, making it older than Whiteoak Capital Large & Mid Cap Fund (launched 2023-12-01). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.