WhiteOak Capital Mid Cap Fund
Direct · Growth ₹23.22
21 Jul 2026
NAV
26.9%
3Y CAGR
27.2%
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.
17.54
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.
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 | ₹13.36 L | 28.9% | -19.3% | 69.1% |
| 3 Years | ₹36.00 L | ₹47.50 L | 20.9% | 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 | 28.9% | 22.1% | 21.6% | +6.8% |
| 3 Years | 20.9% | 17.4% | 20.0% | +3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.2% | 21.0% | 1.3% | 61.9% | 1.17 | 36.66 | 100% | — | — |
| 3 Years | 26.9% | 27.1% | 24.2% | 29.6% | 17.54 | — | 100% | — | — |
-19.3%
Max Drawdown
4 mo
Drawdown Duration
3 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
1.46
1Y
1.39
3Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.32 | 0.87 | 91.6% | 82.4% | 13.5% | 5.0% |
| 3 Years | +6.75 | 0.89 | 91.8% | 85.2% | 24.2% | 18.7% |
| 5 Years | +5.04 | 0.88 | 91.6% | 84.2% | 17.9% | 13.7% |
| 7 Years | +3.24 | 0.88 | 91.6% | 84.2% | 12.5% | 9.6% |
| 10 Years | +1.97 | 0.88 | 91.6% | 84.2% | 8.6% | 6.7% |
| 12 Years | +1.50 | 0.88 | 91.6% | 84.2% | 7.1% | 5.5% |
| 15 Years | +1.02 | 0.88 | 91.6% | 84.2% | 5.7% | 4.4% |