WhiteOak Capital Flexi Cap Fund
Direct · Growth ₹19.39
18 Aug 2026
NAV
19.6%
3Y CAGR
19.8%
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.
7.70
Sharpe
-15.6%
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.
0.62%
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 | ₹12.96 L | 20.8% | -21.0% | 52.4% |
| 3 Years | ₹36.00 L | ₹44.67 L | 15.0% | 3.9% | 23.2% |
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 | 20.8% | 14.4% | 15.6% | +6.3% |
| 3 Years | 15.0% | 11.1% | 14.9% | +3.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.4% | 16.2% | -1.6% | 49.3% | 0.95 | 8.24 | 98% | — | — |
| 3 Years | 19.6% | 20.2% | 15.9% | 22.5% | 7.70 | — | 100% | — | — |
-15.6%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-3.0%
Avg Drawdown
Calmar Ratio by Duration
1.31
1Y
1.26
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.74 | 0.93 | 96.3% | 83.1% | 7.5% | -2.9% |
| 3 Years | +9.39 | 0.95 | 97.6% | 85.4% | 17.1% | 7.8% |
| 5 Years | +7.29 | 0.92 | 94.7% | 81.9% | 14.1% | 6.8% |
| 7 Years | +4.92 | 0.92 | 94.7% | 81.9% | 9.9% | 4.8% |
| 10 Years | +3.21 | 0.92 | 94.7% | 81.9% | 6.8% | 3.4% |
| 12 Years | +2.57 | 0.92 | 94.7% | 81.9% | 5.6% | 2.8% |
| 15 Years | +1.94 | 0.92 | 94.7% | 81.9% | 4.5% | 2.2% |