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MF_150797

WhiteOak Capital Large Cap Fund Direct Plan Growth

Equity Schemes - Large Cap Fund

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End Amount
₹15,281.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.45%
MF_150797 Return
Benchmark CAGR
6.71%
Nifty 50
Inflation Adj. CAGR
7.06%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.77
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 69% 14% 9%
60 days 75% 10% 5%
90 days 81% 9% 4%
180 days 91% 7% 2%
1Yr 96% 6% 2%
3Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Large Cap Fund Direct Plan Growth Nifty 50
30 days 10.7% | -55.3% | 15.2% | 153.3% 26.6% | -53.6% | 9.4% | 145.2%
60 days -30.1% | -41.5% | 17.3% | 95.7% -23.0% | -41.1% | 8.1% | 87.5%
90 days -23.4% | -36.4% | 17.5% | 70.4% -25.0% | -31.2% | 11.2% | 59.6%
1 Year -5.4% | -3.4% | 12.6% | 41.9% -10.0% | -8.4% | 9.6% | 31.1%
3 Years 13.2% | 12.0% | 15.7% | 20.2% 7.7% | 6.0% | 10.2% | 14.8%
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) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 5, 2022 May 27, 2023 173 days 11% Nifty 50: 9% 10010 8940 10015
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 11010 10344 11124
Sept. 26, 2024 June 27, 2025 274 days 15% Nifty 50: 15% 15837 13422 15864
Jan. 7, 2026 Oct. 30, 2026 296 days 14% Nifty 50: 14% 16466 14180 15282