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Multi Cap Fund comparison

WhiteOak Capital Multi Cap Fund vs Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund

Qonfido rates WhiteOak Capital Multi Cap Fund Premier and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Premier within the Multi Cap Fund peer group.

Ratings and metrics as of

At a glance

  • Higher 3-year return

    Not enough data

  • Smaller worst fall

    Not enough data

  • Smoother ride (higher Sharpe)

    Not enough data

Head-to-head

Swap either fund or add a third to see how they line up.

WhiteOak Capital Multi Cap

Multi Cap Fund

0/4

rounds won

Premier
VS

Tata Nifty500 Multicap Infrastructure 50:30:20 Index

Multi Cap Fund

0/4

rounds won

Premier

Round by round

Three questions in one shape. A bigger triangle = stronger all round.

  • WhiteOak Capital Multi Cap
  • Tata Nifty500 Multicap Infrastructure 50:30:20 Index
GrowthDip protectionSmooth ride
  1. Growth

    Who grew money faster?

    Average yearly return over the last 3 years.

    15.2%—Not enough data yet
  2. Dip protection

    Who fell less in the worst dip?

    Biggest fall from a peak in the period. Smaller hurts less.

    -6.3%—Not enough data yet
  3. Smooth ride

    Who gave a smoother ride?

    Return earned for every unit of ups and downs. Higher is smoother.

    0.74—Not enough data yet

Qonfido rating

Quality vs peers in the same category. Premier is the top tier.

Same tier

WhiteOak Capital Multi Cap
WatchStandardSelectPremier
Tata Nifty500 Multicap Infrastructure 50:30:20 Index
WatchStandardSelectPremier

What matters most to you?

Quick take for “Balanced”

Too close to call — each fund wins on different things. Check the rounds above.

Based on the last 3 years of data. A starting point for research, not advice.

What could your money become?

If each fund repeated its last 3 years. Drag to try.

WhiteOak Capital Multi Cap₹28.19 L
Tata Nifty500 Multicap Infrastructure 50:30:20 Index₹23.23 L

You’d put in ₹12.00 L. WhiteOak Capital Multi Cap ends about ₹4.95 L ahead — that’s roughly 50 months of your SIP.

Illustration only. Past returns rarely repeat exactly.

Key numbers

MetricWhiteOak Capital Multi Cap FundTata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
Qonfido ratingPremierPremier
3Y return (CAGR)15.2%—
Worst fall (max drawdown)6.3%—
Sharpe ratio (3Y)0.74—
Beta (3Y)0.95—
Fund size (AUM)₹3,114 Cr₹30 Cr
Category average 3Y return10.5%

Frequently asked questions

  • Which is better, WhiteOak Capital Multi Cap Fund or Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund?

    Neither fund is better for every investor. Based on data as of 11 Oct 2026. Qonfido rates WhiteOak Capital Multi Cap Fund Premier and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Premier within the Multi Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.

  • What is the Qonfido rating of WhiteOak Capital Multi Cap Fund and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund?

    Qonfido rates WhiteOak Capital Multi Cap Fund Premier and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Premier within the Multi Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.

  • Should I invest in both WhiteOak Capital Multi Cap Fund and Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund?

    Both funds sit in the Multi Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.

Keep researching

Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.