WhiteOak Capital Multi Cap Fund
Direct · Growth ₹16.84
21 Jul 2026
NAV
15.7%
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.
0.77
Sharpe
-16.9%
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 | ₹12.75 L | 15.0% | -19.4% | 55.8% |
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 | 15.0% | 14.5% | 14.7% | +0.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 11.9% | 1.4% | 50.8% | 0.77 | 9.76 | 100% | — | — |
-16.9%
Max Drawdown
3 mo
Drawdown Duration
4 mo
Recovery Time
-3.2%
Avg Drawdown
Calmar Ratio by Duration
0.93
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.07 | 0.95 | 98.7% | 84.8% | 7.2% | -3.4% |
| 3 Years | +11.60 | 0.96 | 99.8% | 84.2% | 18.8% | 7.2% |
| 5 Years | +6.53 | 0.96 | 99.8% | 84.2% | 10.9% | 4.3% |
| 7 Years | +4.48 | 0.96 | 99.8% | 84.2% | 7.7% | 3.0% |
| 10 Years | +3.00 | 0.96 | 99.8% | 84.2% | 5.3% | 2.1% |
| 12 Years | +2.44 | 0.96 | 99.8% | 84.2% | 4.4% | 1.8% |
| 15 Years | +1.88 | 0.96 | 99.8% | 84.2% | 3.5% | 1.4% |