WhiteOak Capital Mid Cap Fund - Direct Plan - Growth Option
code 150584 Mid Cap Fund direct plan · growth NAVs 2022-09-08 to 2026-11-09
Growth of ₹10,000
From 2022-09-08. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 2.95% | 2026-10-09 → 2026-11-09 |
| 3M | -1.57% | 2026-08-07 → 2026-11-09 |
| 6M | 5.21% | 2026-05-08 → 2026-11-09 |
| 1Y | 9.23% | 2025-11-07 → 2026-11-09 |
| 3Y | 20.64% | 2023-11-09 → 2026-11-09 |
| 5Y | - | |
| 7Y | - | |
| 10Y | - | |
| since inception | 21.94% | 2022-09-08 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 43.99% | 35.48% | 6.68% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 778 | 26.66% | 18.55% | 1.36% | 61.65% | 100% |
| 3 years | 288 | 25.57% | 26.30% | 19.02% | 29.60% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 20.27% |
| volatility | 17.54% |
| max drawdown | -19.33% |
| downside deviation | 10.93% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.30 |
| Calmar ratio | 1.05 |
Category: Mid Cap Fund
Overall ★★★★★ (3y ★★★★★ · 5y - · 10y -) · as of 2026-10 · 49 months of history
| percentile rank (1 = best) | 3 years of 29 funds |
|---|---|
| return | 8th |
| volatility | 22nd |
| Sharpe | 1st |
| Sortino | 1st |
| worst fall | 18th |
| risk-adjusted return (MRAR) | 4th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.