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MF_152132

WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth

Hybrid Schemes - Balanced Hybrid Fund

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End Amount
₹13,553.47
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.66%
MF_152132 Return
Benchmark CAGR
7.62%
Nifty 50
Inflation Adj. CAGR
6.59%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.58
Volatility vs Benchmark
Sharpe Ratio
0.60
Risk-Adjusted Return
Sortino Ratio
0.89
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 57% 14% 24%
60 days 61% 11% 13%
90 days 61% 10% 9%
180 days 64% 8% 3%
1Yr 81% 5% 2%
3Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth Nifty 50
30 days -6.8% | -39.4% | 14.1% | 71.2% 26.6% | -58.6% | 10.2% | 150.1%
60 days -18.6% | -27.8% | 13.6% | 50.5% -23.0% | -42.1% | 7.4% | 88.1%
90 days -11.4% | -24.1% | 12.7% | 40.9% -25.0% | -32.9% | 8.0% | 59.7%
1 Year -0.4% | 1.0% | 8.1% | 22.2% -10.0% | -9.5% | 5.2% | 23.2%
3 Years 10.7% | 10.7% | 10.7% | 10.7% 7.7% | 7.5% | 7.6% | 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) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 26, 2024 May 15, 2025 231 days 8% Nifty 50: 15% 12919 11848 12930
Nov. 20, 2025 July 4, 2026 226 days 8% Nifty 50: 15% 13760 12606 13819