WhiteOak Capital Balanced Advantage Fund
Direct · Growth ₹15.06
26 Oct 2026
NAV
12.9%
3Y CAGR
13.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.81
Sharpe
-9.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.75%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.63 L | 13.0% | -13.3% | 33.6% |
| 3 Years | ₹36.00 L | ₹40.79 L | 8.9% | 4.5% | 14.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 13.0% | 6.5% |
| 3 Years | 8.9% | 10.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.6% | 11.4% | -2.1% | 29.1% | 0.84 | 4.06 | 99% | — | — |
| 3 Years | 12.9% | 12.7% | 10.7% | 15.5% | 5.81 | — | 100% | — | — |
-9.6%
Max Drawdown
4 mo
Drawdown Duration
3 mo
Recovery Time
-1.4%
Avg Drawdown
Calmar Ratio by Duration
1.42
1Y
1.34
3Y