InvestVerdict
WhiteOak Capital Equity Savings Fund
Direct Plan · Growth Option · Equity Savings · Scheme code 153355
Fund houseWhiteOak Capital Mutual Fund
CategoryEquity Savings
Plan & optionDirect · Growth Option
History1.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.89 | 4.03 | 3.68 | 8.82 | — | — | — | — | 12.36 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Equity Savings category median |
— | — | — | 5.69 | 9.88 | 8.69 | — | 8.95 | — |
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 | 3.8% | 1.53 | 2.49 | 0.27 | 5.21% | -3.8% | 86.44 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 17 months this scheme and its benchmark share.