Equity Savings · Hybrid
WhiteOak Capital Equity Savings Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
1.37
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.94
Downside-only Sharpe
Max Drawdown
-3.8%
Peak-to-trough · full history
Vol (3Y)
3.8%
Annualised σ of daily returns
Positive Days
60%
Smoothness proxy
This fund has delivered solid risk-adjusted returns over the last 3 years (Sharpe 1.37). Its worst peak-to-trough drop over the full history was 3.8% (small drawdowns) between 2026-02-11 and 2026-03-23. About 60% of trading days closed up. Profile: consistent compounder · smooth NAV path.
YTD
+3.2%
Calendar YTD
1 Year
+6.2%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Equity Savings
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Equity Savings Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan - Bonus Option
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
Nippon India Equity Savings Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
HSBC Equity Savings Fund
HSBC Mutual Fund
|
+7.2% | +13.0% | — | — |
|
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
|
+7.7% | +11.3% | +9.7% | — |
|
Kotak Equity Savings Fund
Kotak Mahindra Mutual Fund
|
+3.9% | +10.3% | +10.2% | — |
|
Kotak Equity Savings Fund - Direct Plan - Monthly Payout of Income Distribution cum capital withdrawal option
Kotak Mahindra Mutual Fund
|
+3.5% | +10.1% | +9.9% | — |
|
WhiteOak Capital Equity Savings Fund (this fund)
WhiteOak Capital Mutual Fund
|
+6.2% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.