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MF_150346

WhiteOak Capital Flexi Cap Fund Direct Plan-Growth

Equity Schemes - Flexi Cap Fund

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End Amount
₹18,217.67
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.18%
MF_150346 Return
Benchmark CAGR
8.08%
Nifty 50
Inflation Adj. CAGR
10.52%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.67
Risk-Adjusted Return
Sortino Ratio
1.07
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 67% 22% 15%
60 days 68% 18% 9%
90 days 72% 15% 8%
180 days 75% 12% 4%
1Yr 94% 8% 3%
3Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Flexi Cap Fund Direct Plan-Growth Nifty 50
30 days -9.1% | -56.8% | 18.8% | 148.3% 26.6% | -53.2% | 9.8% | 143.5%
60 days -33.5% | -45.4% | 20.3% | 96.5% -23.0% | -40.9% | 8.2% | 87.5%
90 days -21.7% | -37.9% | 18.4% | 81.4% -25.0% | -30.6% | 11.8% | 59.4%
1 Year -2.6% | -0.5% | 14.9% | 44.9% -10.0% | -7.6% | 10.1% | 31.1%
3 Years 13.9% | 13.4% | 19.8% | 21.7% 7.7% | 6.1% | 12.6% | 15.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 7 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 1, 2022 May 26, 2023 176 days 11% Nifty 50: 10% 10895 9745 10990
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 12717 12067 12804
March 1, 2024 April 1, 2024 31 days 5% Nifty 50: 2% 14693 13953 14699
Sept. 26, 2024 Dec. 10, 2024 75 days 8% Nifty 50: 11% 18117 16720 18136
Dec. 16, 2024 June 26, 2025 192 days 16% Nifty 50: 10% 18178 15344 18190
Nov. 20, 2025 July 4, 2026 226 days 15% Nifty 50: 15% 18978 16150 18999
Aug. 28, 2026 Oct. 30, 2026 63 days 9% Nifty 50: 8% 19493 17802 18218