WhiteOak Capital Quality Equity Fund
Direct · Growth ₹10.66
21 Jul 2026
NAV
-1.2%
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.
-2.04
Sharpe
-16.4%
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 | ₹11.73 L | -3.8% | -25.7% | 13.8% |
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 | -3.8% | 14.5% | 13.7% | -18.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.2% | -2.0% | -7.5% | 6.6% | -2.04 | -0.90 | 33% | — | — |
-16.4%
Max Drawdown
4 mo
Drawdown Duration
Not recovered
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
-0.08
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.04 | 0.84 | 84.1% | 81.1% | -0.8% | -3.4% |
| 3 Years | -0.24 | 0.84 | 84.7% | 82.7% | 1.6% | 1.0% |
| 5 Years | -0.55 | 0.84 | 84.7% | 82.7% | 1.0% | 0.6% |
| 7 Years | -0.69 | 0.84 | 84.7% | 82.7% | 0.7% | 0.4% |
| 10 Years | -0.78 | 0.84 | 84.7% | 82.7% | 0.5% | 0.3% |
| 12 Years | -0.83 | 0.84 | 84.7% | 82.7% | 0.4% | 0.3% |
| 15 Years | -0.86 | 0.84 | 84.7% | 82.7% | 0.3% | 0.2% |