WhiteOak Capital Special Opportunities Fund
Direct · Growth ₹14.73
20 Jul 2026
NAV
11.6%
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.
1.08
Sharpe
-17.0%
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 | 12.5% | -18.3% | 23.8% |
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 | 12.5% | 14.5% | 13.7% | -2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.6% | 11.6% | 1.7% | 25.3% | 1.08 | 5.64 | 100% | — | — |
-17.0%
Max Drawdown
3 mo
Drawdown Duration
3 mo
Recovery Time
-3.7%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.43 | 0.98 | 105.4% | 87.2% | 10.2% | -3.4% |
| 3 Years | +10.09 | 0.99 | 106.1% | 87.5% | 12.2% | 2.0% |
| 5 Years | +5.87 | 0.99 | 106.1% | 87.5% | 7.1% | 1.2% |
| 7 Years | +4.14 | 0.99 | 106.1% | 87.5% | 5.0% | 0.9% |
| 10 Years | +2.86 | 0.99 | 106.1% | 87.5% | 3.5% | 0.6% |
| 12 Years | +2.37 | 0.99 | 106.1% | 87.5% | 2.9% | 0.5% |
| 15 Years | +1.88 | 0.99 | 106.1% | 87.5% | 2.3% | 0.4% |