WhiteOak Capital Flexi Cap Fund
Direct · Growth ₹19.07
21 Jul 2026
NAV
19.9%
3Y CAGR
20.1%
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.
8.82
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.
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 | ₹13.02 L | 21.0% | -21.0% | 52.4% |
| 3 Years | ₹36.00 L | ₹45.88 L | 15.2% | 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 | 21.0% | 14.5% | 15.6% | +6.5% |
| 3 Years | 15.2% | 11.2% | 15.3% | +4.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.8% | 16.8% | -1.6% | 49.3% | 0.98 | 8.47 | 98% | — | — |
| 3 Years | 19.9% | 20.4% | 16.4% | 22.5% | 8.82 | — | 100% | — | — |
-15.6%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-3.0%
Avg Drawdown
Calmar Ratio by Duration
1.34
1Y
1.28
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.88 | 0.94 | 96.5% | 86.5% | 4.1% | -3.4% |
| 3 Years | +9.72 | 0.95 | 97.3% | 84.8% | 16.4% | 6.7% |
| 5 Years | +6.80 | 0.93 | 94.7% | 82.4% | 13.7% | 6.9% |
| 7 Years | +4.59 | 0.93 | 94.7% | 82.4% | 9.6% | 4.9% |
| 10 Years | +2.99 | 0.93 | 94.7% | 82.4% | 6.6% | 3.4% |
| 12 Years | +2.38 | 0.93 | 94.7% | 82.4% | 5.5% | 2.8% |
| 15 Years | +1.80 | 0.93 | 94.7% | 82.4% | 4.4% | 2.2% |