WhiteOak Capital ELSS Tax Saver Fund
Direct · Growth ₹19.58
18 Aug 2026
NAV
20.6%
3Y CAGR
21.0%
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.
7.75
Sharpe
-16.4%
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.
0.64%
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 | ₹12.86 L | 21.8% | -22.9% | 56.6% |
| 3 Years | ₹36.00 L | ₹43.79 L | 14.7% | 4.1% | 23.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.8% | 14.4% | 17.1% | +7.3% |
| 3 Years | 14.7% | 11.1% | 15.2% | +3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.1% | 16.5% | -3.1% | 50.5% | 0.93 | 7.55 | 97% | — | — |
| 3 Years | 20.6% | 21.0% | 17.3% | 23.9% | 7.75 | — | 100% | — | — |
-16.4%
Max Drawdown
3 mo
Drawdown Duration
4 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
1.35
1Y
1.26
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.93 | 0.95 | 98.3% | 85.1% | 7.5% | -2.9% |
| 3 Years | +11.13 | 0.96 | 99.6% | 85.4% | 18.8% | 7.8% |
| 5 Years | +7.31 | 0.94 | 96.4% | 82.8% | 14.0% | 6.7% |
| 7 Years | +4.96 | 0.94 | 96.4% | 82.8% | 9.8% | 4.7% |
| 10 Years | +3.27 | 0.94 | 96.4% | 82.8% | 6.8% | 3.3% |
| 12 Years | +2.63 | 0.94 | 96.4% | 82.8% | 5.6% | 2.7% |
| 15 Years | +2.00 | 0.94 | 96.4% | 82.8% | 4.5% | 2.2% |