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MF_151267

WhiteOak Capital Balanced Advantage Fund Direct Plan Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹15,282.83
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.10%
MF_151267 Return
Benchmark CAGR
8.55%
Nifty 50
Inflation Adj. CAGR
7.76%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.63
Volatility vs Benchmark
Sharpe Ratio
0.77
Risk-Adjusted Return
Sortino Ratio
1.18
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 56% 14% 20%
60 days 60% 11% 13%
90 days 58% 10% 9%
180 days 55% 8% 4%
1Yr 62% 6% 2%
3Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Balanced Advantage Fund Direct Plan Growth Nifty 50
30 days -5.4% | -38.7% | 15.8% | 77.0% 26.6% | -54.0% | 11.7% | 146.0%
60 days -22.5% | -28.5% | 15.6% | 56.6% -23.0% | -41.3% | 11.1% | 88.0%
90 days -13.9% | -23.4% | 14.9% | 44.1% -25.0% | -32.2% | 12.4% | 59.7%
1 Year -0.6% | 0.3% | 11.3% | 26.8% -10.0% | -8.6% | 8.8% | 31.3%
3 Years 11.3% | 11.0% | 12.7% | 15.3% 7.7% | 5.9% | 9.3% | 14.6%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 16, 2024 April 23, 2025 128 days 8% Nifty 50: 10% 14484 13349 14486
Nov. 20, 2025 July 4, 2026 226 days 10% Nifty 50: 15% 15538 14050 15558
Aug. 25, 2026 Oct. 30, 2026 66 days 6% Nifty 50: 9% 15947 15045 15283