InvestVerdict
WhiteOak Capital Large Cap Fund
Direct Plan · IDCW Option · Large Cap · Scheme code 150798
Fund houseWhiteOak Capital Mutual Fund
CategoryLarge Cap
Plan & optionDirect · IDCW Option
History3.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.36 | 6.47 | 2.75 | 5.75 | 15.48 | — | — | — | 13.85 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | 1.68 | 12.34 | 11.23 | — | 12.59 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 12.5% | 0.72 | 1.01 | 0.92 | 5.26% | -15.2% | 96.20 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 44 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 135 | -3.0% | 14.2% | 46.2% | 4% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.