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MF_152226

Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹13,627.95
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.49%
MF_152226 Return
Benchmark CAGR
3.81%
Nifty 50
Inflation Adj. CAGR
7.45%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.07
Volatility vs Benchmark
Sharpe Ratio
0.40
Risk-Adjusted Return
Sortino Ratio
0.57
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 73% 22% 14%
60 days 79% 16% 10%
90 days 78% 15% 8%
180 days 80% 11% 4%
1Yr 94% 6% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth Nifty 50
30 days -0.5% | -63.7% | 18.5% | 164.2% 26.6% | -59.0% | 8.4% | 104.4%
60 days -37.3% | -47.2% | 17.1% | 96.3% -23.0% | -42.3% | 5.5% | 80.3%
90 days -25.6% | -39.9% | 16.0% | 79.7% -25.0% | -33.7% | 6.1% | 56.8%
1 Year -2.3% | -0.6% | 9.2% | 22.8% -10.0% | -10.0% | 3.7% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
Sept. 27, 2024 Dec. 14, 2024 78 days 8% Nifty 50: 11% 13347 12300 13354
Dec. 16, 2024 June 26, 2025 192 days 16% Nifty 50: 10% 13354 11215 13429
Jan. 7, 2026 July 4, 2026 178 days 13% Nifty 50: 14% 14154 12304 14247
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 14715 13253 13628