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MF_151745

WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹16,220.98
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.08%
MF_151745 Return
Benchmark CAGR
8.19%
Nifty 50
Inflation Adj. CAGR
10.69%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
0.33
Volatility vs Benchmark
Sharpe Ratio
1.65
Risk-Adjusted Return
Sortino Ratio
2.64
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 60% 23% 33%
60 days 64% 19% 20%
90 days 67% 17% 16%
180 days 68% 14% 6%
1Yr 80% 12% 5%
3Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth Nifty 50
30 days -15.5% | -23.2% | 17.3% | 54.3% 26.6% | -55.4% | 10.3% | 147.3%
60 days -18.9% | -12.6% | 16.0% | 41.4% -23.0% | -41.5% | 8.0% | 89.9%
90 days -7.5% | -3.4% | 17.3% | 33.4% -25.0% | -32.6% | 9.9% | 59.7%
1 Year 6.0% | 8.5% | 17.6% | 25.3% -10.0% | -9.0% | 7.4% | 31.0%
3 Years 15.9% | 16.0% | 16.8% | 17.8% 7.7% | 5.8% | 8.6% | 10.2%
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) 1 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 2, 2026 June 16, 2026 106 days 6% Nifty 50: 10% 16137 15156 16142