Whiteoak Capital Large and Mid Cap Fund
Direct · Growth ₹14.68
04 Aug 2026
NAV
10.2%
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.
0.67
Sharpe
-16.0%
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 | ₹12.56 L | 9.1% | -16.8% | 32.1% |
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 | 9.1% | 14.5% | 16.5% | -5.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.2% | 9.6% | -0.9% | 30.6% | 0.67 | 2.60 | 99% | — | — |
-16.0%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
0.64
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.86 | 0.94 | 98.0% | 84.8% | 10.5% | 0.2% |
| 3 Years | +8.79 | 0.98 | 101.8% | 89.4% | 13.4% | 4.6% |
| 5 Years | +5.05 | 0.98 | 101.8% | 89.4% | 7.8% | 2.7% |
| 7 Years | +3.52 | 0.98 | 101.8% | 89.4% | 5.5% | 1.9% |
| 10 Years | +2.40 | 0.98 | 101.8% | 89.4% | 3.9% | 1.4% |
| 12 Years | +1.97 | 0.98 | 101.8% | 89.4% | 3.2% | 1.1% |
| 15 Years | +1.54 | 0.98 | 101.8% | 89.4% | 2.5% | 0.9% |