WhiteOak Capital Ultra Short Term Fund
Direct · Growth ₹1533.01
11 Nov 2026
NAV
5.9%
3Y CAGR
5.9%
5Y CAGR
5.9%
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.
-1.88
Sharpe
-0.2%
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.
0.41%
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 | ₹12.33 L | 5.8% | 3.5% | 8.1% |
| 3 Years | ₹36.00 L | ₹39.62 L | 6.2% | 4.1% | 7.5% |
| 5 Years | ₹60.00 L | ₹70.59 L | 6.5% | 5.8% | 6.9% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.4% | 6.2% | 6.4% |
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 | 5.8% | 6.6% |
| 3 Years | 6.2% | 6.9% |
| 5 Years | 6.5% | 6.5% |
| 7 Years | 6.4% | 6.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.8% | 6.2% | 3.6% | 7.8% | -0.50 | -0.47 | 100% | — | — |
| 3 Years | 5.9% | 6.0% | 4.3% | 7.2% | -0.55 | -0.51 | 100% | — | — |
| 5 Years | 5.9% | 6.0% | 5.4% | 6.5% | -1.88 | -0.89 | 100% | — | — |
-0.2%
Max Drawdown
0 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
37.09
1Y
37.73
3Y
37.54
5Y
37.28
7Y