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MF_150584

WhiteOak Capital Mid Cap Fund Direct Plan Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹21,811.87
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.70%
MF_150584 Return
Benchmark CAGR
7.62%
Nifty 50
Inflation Adj. CAGR
15.85%
Real Annualized Return
Alpha
0.13
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.97
Risk-Adjusted Return
Sortino Ratio
1.62
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 71% 40% 24%
60 days 74% 31% 15%
90 days 77% 27% 12%
180 days 80% 23% 6%
1Yr 97% 16% 3%
3Yr 100% 14% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Mid Cap Fund Direct Plan Growth Nifty 50
30 days -23.2% | -63.5% | 29.8% | 211.2% 26.6% | -53.3% | 10.3% | 143.7%
60 days -40.4% | -49.6% | 27.2% | 133.7% -23.0% | -41.0% | 8.5% | 87.5%
90 days -22.8% | -39.3% | 24.6% | 107.6% -25.0% | -30.7% | 11.2% | 59.5%
1 Year 3.6% | 4.0% | 18.4% | 58.2% -10.0% | -8.2% | 9.7% | 31.1%
3 Years 20.3% | 20.0% | 26.5% | 28.7% 7.7% | 6.0% | 11.8% | 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) 8 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 5, 2022 May 20, 2023 166 days 11% Nifty 50: 9% 10459 9361 10533
Sept. 11, 2023 Nov. 8, 2023 58 days 6% Nifty 50: 6% 12983 12254 13014
Feb. 23, 2024 April 10, 2024 47 days 8% Nifty 50: 2% 15608 14429 15675
July 31, 2024 Aug. 21, 2024 21 days 5% Nifty 50: 4% 18611 17647 18686
Oct. 15, 2024 Dec. 3, 2024 49 days 7% Nifty 50: 7% 19713 18333 20011
Dec. 16, 2024 June 28, 2025 194 days 19% Nifty 50: 10% 20169 16270 20172
Nov. 20, 2025 May 6, 2026 167 days 14% Nifty 50: 15% 21451 18438 21541
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 23749 21150 21812