WhiteOak Capital Mid Cap Fund
Direct · Growth ₹23.68
18 Aug 2026
NAV
26.6%
3Y CAGR
26.9%
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.
14.66
Sharpe
-19.3%
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 | ₹13.34 L | 28.8% | -19.3% | 69.1% |
| 3 Years | ₹36.00 L | ₹47.14 L | 20.7% | 9.2% | 27.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 28.8% | 22.1% | 21.6% | +6.7% |
| 3 Years | 20.7% | 17.3% | 19.9% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 27.9% | 20.1% | 1.3% | 61.9% | 1.16 | 36.62 | 100% | — | — |
| 3 Years | 26.6% | 26.9% | 23.5% | 29.6% | 14.66 | — | 100% | — | — |
-19.3%
Max Drawdown
4 mo
Drawdown Duration
3 mo
Recovery Time
-3.1%
Avg Drawdown
Calmar Ratio by Duration
1.44
1Y
1.38
3Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.27 | 0.87 | 91.7% | 83.0% | 17.7% | 9.9% |
| 3 Years | +7.60 | 0.89 | 92.2% | 84.9% | 24.5% | 18.1% |
| 5 Years | +5.36 | 0.88 | 91.8% | 84.1% | 18.5% | 14.0% |
| 7 Years | +3.46 | 0.88 | 91.8% | 84.1% | 12.9% | 9.8% |
| 10 Years | +2.11 | 0.88 | 91.8% | 84.1% | 8.9% | 6.8% |
| 12 Years | +1.61 | 0.88 | 91.8% | 84.1% | 7.3% | 5.6% |
| 15 Years | +1.13 | 0.88 | 91.8% | 84.1% | 5.8% | 4.5% |