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MF_150587

WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth

Equity Schemes - ELSS- Tax Saver Fund

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End Amount
₹18,303.01
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.15%
MF_150587 Return
Benchmark CAGR
8.57%
Nifty 50
Inflation Adj. CAGR
11.53%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.69
Risk-Adjusted Return
Sortino Ratio
1.11
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% 26% 15%
60 days 69% 20% 9%
90 days 74% 18% 8%
180 days 79% 15% 5%
1Yr 90% 11% 3%
3Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth Nifty 50
30 days -8.7% | -59.8% | 21.3% | 167.1% 26.6% | -53.3% | 9.8% | 143.6%
60 days -32.5% | -46.9% | 21.4% | 100.8% -23.0% | -41.1% | 7.6% | 87.5%
90 days -20.1% | -40.6% | 20.2% | 82.8% -25.0% | -30.8% | 10.0% | 59.5%
1 Year -2.3% | -1.4% | 15.0% | 47.7% -10.0% | -8.3% | 9.4% | 31.1%
3 Years 15.5% | 14.8% | 20.1% | 23.1% 7.7% | 6.0% | 11.0% | 14.9%
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 25, 2023 175 days 10% Nifty 50: 10% 10498 9437 10510
Oct. 17, 2023 Nov. 14, 2023 28 days 5% Nifty 50: 5% 12274 11630 12380
March 1, 2024 April 2, 2024 32 days 5% Nifty 50: 2% 14350 13589 14412
Oct. 15, 2024 Dec. 3, 2024 49 days 7% Nifty 50: 7% 18006 16815 18313
Dec. 11, 2024 June 27, 2025 198 days 16% Nifty 50: 10% 18419 15406 18420
Nov. 20, 2025 July 31, 2026 253 days 16% Nifty 50: 15% 19040 16006 19109
Aug. 28, 2026 Oct. 30, 2026 63 days 9% Nifty 50: 8% 19555 17892 18303