WhiteOak Capital ELSS Tax Saver Fund
Direct · Growth ₹19.09
21 Jul 2026
NAV
20.9%
3Y CAGR
21.3%
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.
8.45
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.
NA
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 | ₹12.89 L | 22.0% | -22.9% | 56.6% |
| 3 Years | ₹36.00 L | ₹44.43 L | 15.0% | 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 | 22.0% | 14.5% | 16.9% | +7.5% |
| 3 Years | 15.0% | 11.2% | 15.0% | +3.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.5% | 17.3% | -3.1% | 50.5% | 0.96 | 7.84 | 97% | — | — |
| 3 Years | 20.9% | 21.3% | 17.7% | 23.9% | 8.45 | — | 100% | — | — |
-16.4%
Max Drawdown
3 mo
Drawdown Duration
4 mo
Recovery Time
-3.3%
Avg Drawdown
Calmar Ratio by Duration
1.38
1Y
1.28
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.54 | 0.97 | 98.4% | 90.3% | 2.4% | -3.4% |
| 3 Years | +11.03 | 0.96 | 99.2% | 85.2% | 17.7% | 6.7% |
| 5 Years | +6.59 | 0.94 | 96.3% | 83.7% | 13.3% | 6.8% |
| 7 Years | +4.46 | 0.94 | 96.3% | 83.7% | 9.3% | 4.8% |
| 10 Years | +2.94 | 0.94 | 96.3% | 83.7% | 6.5% | 3.3% |
| 12 Years | +2.36 | 0.94 | 96.3% | 83.7% | 5.3% | 2.8% |
| 15 Years | +1.80 | 0.94 | 96.3% | 83.7% | 4.3% | 2.2% |