# WhiteOak Capital Diversified Equity Small Cap Active FOF

WhiteOak Capital Asset Management Limited · Fund of Funds · Regular plan, Growth

Full page with charts: https://discovermf.com/funds/whiteoak-capital-diversified-equity-small-cap-active-fof-154769
Figures as of 3 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

## In short

- **What it invests in:** Invests in other funds.
- **How bumpy:** Very high: big ups and downs, sometimes sharp falls. Its biggest fall in the last 3 years was 2.8%.
- **Expense ratio:** 1.39% a year. Similar funds: 0.64% on average.
- **Fees and minimums:** A fee may apply if you sell soon after buying; the full terms are under Cost.

Past returns do not tell you future returns.

## Key facts

- **NAV:** ₹9.82 on 3 Nov 2026
- **Fund size:** ₹79.8 cr (2 Nov 2026)
- **Expense ratio:** 1.39% a year (typical in its category 0.64%)
- **Riskometer:** Very High
- **Benchmark:** NIFTY Smallcap 250 TRI
- **Category:** [Fund of Funds](https://discovermf.com/categories/fund-of-funds.md)
- **Fund house:** [WhiteOak Capital Asset Management Limited](https://discovermf.com/fund-houses/whiteoak-capital)
- **Launched:** 28 Sept 2026
- **Exit load:** Entry Load: Nil Exit Load: • In respect of each purchase / switch-in of units, an Exit Load of 1.00% of applicable NAV is payable if units are redeemed/ switched-out within 1 year from the date of allotment. • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
- **Minimum investment:** ₹500 to start
- **AMFI scheme code:** 154769

## Returns

| Period | Fund | Category average | Benchmark | Rank in category |
| --- | --- | --- | --- | --- |
| 1 month | — | — | — | — |
| 3 months | — | — | — | — |
| 6 months | — | — | — | — |
| 1 year | — | +6.6% | -1.6% | — |
| 3 years (a year) | — | +18.5% | +12.3% | — |
| 5 years (a year) | — | +11.0% | +13.1% | — |
| Since launch (a year) | — | — | — | — |

## Risk

| Measure | Fund | Category average |
| --- | --- | --- |
| Volatility, last year | 19.7% | 16.3% |
| Worst fall, last year | -2.8% | — |
| Worst fall, last 3 years | -2.8% | — |
| Sharpe ratio, 3 years | — | — |
| Sortino ratio, 3 years | — | — |
| Beta, 3 years | — | — |
| Alpha, 3 years | — | — |

## Objective

The primary objective of the scheme is to generate long term capital appreciation by investing in units of equity oriented small cap mutual fund schemes. There is no assurance that the investment objective of the Scheme will be achieved.