WhiteOak Capital Pharma and Heathcare Fund
Direct · Growth ₹17.34
04 Aug 2026
NAV
17.4%
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.
1.22
Sharpe
-15.4%
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 | ₹12.81 L | 15.8% | -4.7% | 54.9% |
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 | 15.8% | 14.5% | 13.9% | +1.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.4% | 17.5% | 0.6% | 35.5% | 1.22 | 10.40 | 100% | — | — |
-15.4%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-2.8%
Avg Drawdown
Calmar Ratio by Duration
1.13
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +18.26 | 0.61 | 74.4% | 49.0% | 20.9% | 0.2% |
| 3 Years | +14.65 | 0.63 | 77.0% | 51.9% | 19.9% | 4.5% |
| 5 Years | +7.40 | 0.63 | 77.0% | 51.9% | 11.5% | 2.7% |
| 7 Years | +4.48 | 0.63 | 77.0% | 51.9% | 8.1% | 1.9% |
| 10 Years | +2.34 | 0.63 | 77.0% | 51.9% | 5.6% | 1.3% |
| 12 Years | +1.53 | 0.63 | 77.0% | 51.9% | 4.6% | 1.1% |
| 15 Years | +0.73 | 0.63 | 77.0% | 51.9% | 3.7% | 0.9% |