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MF_152071

WhiteOak Capital Multi Cap Fund Direct Plan Growth

Equity Schemes - Multi Cap Fund

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End Amount
₹16,044.52
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.48%
MF_152071 Return
Benchmark CAGR
6.46%
Nifty 50
Inflation Adj. CAGR
12.16%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.72
Risk-Adjusted Return
Sortino Ratio
1.15
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% 30% 18%
60 days 74% 22% 11%
90 days 76% 20% 10%
180 days 79% 15% 5%
1Yr 93% 9% 3%
3Yr 100% 11% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Multi Cap Fund Direct Plan Growth Nifty 50
30 days -16.0% | -62.8% | 24.4% | 185.7% 26.6% | -58.0% | 9.5% | 149.4%
60 days -35.1% | -48.8% | 23.4% | 115.8% -23.0% | -42.1% | 8.1% | 91.3%
90 days -21.4% | -40.2% | 20.7% | 86.5% -25.0% | -32.9% | 9.0% | 59.8%
1 Year -0.4% | 1.7% | 11.0% | 47.4% -10.0% | -9.1% | 5.8% | 29.0%
3 Years 17.4% | 16.8% | 17.3% | 18.3% 7.7% | 5.4% | 6.5% | 7.7%
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) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 17, 2023 Nov. 11, 2023 25 days 5% Nifty 50: 5% 10231 9688 10273
March 1, 2024 April 2, 2024 32 days 6% Nifty 50: 2% 12140 11413 12196
Oct. 15, 2024 Dec. 3, 2024 49 days 7% Nifty 50: 7% 15114 14096 15360
Dec. 11, 2024 June 27, 2025 198 days 17% Nifty 50: 10% 15436 12823 15481
Nov. 17, 2025 June 20, 2026 215 days 15% Nifty 50: 14% 16353 13907 16378
Aug. 31, 2026 Oct. 30, 2026 60 days 9% Nifty 50: 8% 17224 15668 16045