WhiteOak Capital Balanced Hybrid Fund
Direct · Growth ₹13.59
30 Oct 2026
NAV
8.8%
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.
0.44
Sharpe
-8.4%
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.
0.56%
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 | ₹12.45 L | 8.5% | -10.3% | 32.8% |
| 3 Years | ₹36.00 L | ₹39.47 L | 6.6% | 4.5% | 8.7% |
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 | 8.5% | 6.5% |
| 3 Years | 6.6% | 6.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.8% | 8.0% | -1.6% | 25.1% | 0.44 | 1.22 | 98% | — | — |
-8.4%
Max Drawdown
4 mo
Drawdown Duration
4 mo
Recovery Time
-1.6%
Avg Drawdown
Calmar Ratio by Duration
1.05
1Y