WhiteOak Capital Large Cap Fund - Direct Plan - Growth Option
code 150797 Large Cap Fund direct plan · growth NAVs 2022-12-02 to 2026-11-09
Growth of ₹10,000
From 2022-12-02. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 9.25% | 2026-10-09 → 2026-11-09 |
| 3M | 1.63% | 2026-08-07 → 2026-11-09 |
| 6M | 6.26% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.54% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.26% | 2023-11-09 → 2026-11-09 |
| 5Y | - | |
| 7Y | - | |
| 10Y | - | |
| since inception | 13.60% | 2022-12-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2023 | 2024 | 2025 |
|---|---|---|---|
| fund | 25.35% | 22.98% | 9.49% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 723 | 17.32% | 12.47% | -7.68% | 46.56% | 91% |
| 3 years | 232 | 16.20% | 15.61% | 11.50% | 20.44% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 13.22% |
| volatility | 14.12% |
| max drawdown | -15.25% |
| downside deviation | 9.62% |
| Sharpe ratio | 0.54 |
| Sortino ratio | 0.78 |
| Calmar ratio | 0.87 |
Category: Large Cap Fund
Overall ★★★★★ (3y ★★★★★ · 5y - · 10y -) · as of 2026-10 · 46 months of history
| percentile rank (1 = best) | 3 years of 30 funds |
|---|---|
| return | 11th |
| volatility | 32nd |
| Sharpe | 7th |
| Sortino | 7th |
| worst fall | 11th |
| risk-adjusted return (MRAR) | 7th |
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.