WhiteOak Capital Multi Asset Allocation Fund
Direct · Growth ₹16.48
16 Oct 2026
NAV
16.9%
3Y CAGR
17.1%
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.
27.65
Sharpe
-6.1%
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.
0.58%
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 | ₹12.97 L | 17.4% | 2.6% | 28.8% |
| 3 Years | ₹36.00 L | ₹44.81 L | 15.4% | 12.7% | 17.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 17.4% | 11.3% |
| 3 Years | 15.4% | 13.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.8% | 17.7% | 7.0% | 26.2% | 3.06 | — | 100% | — | — |
| 3 Years | 16.9% | 16.8% | 16.2% | 17.9% | 27.65 | — | 100% | — | — |
-6.1%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.5%
Avg Drawdown
Calmar Ratio by Duration
2.92
1Y
2.78
3Y