WhiteOak Capital Equity Savings Fund Direct Plan Growth
WhiteOak Capital Mutual Fund Hybrid Equity Savings
Expense Ratio
0.46%
AUM
₹2.88 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-6.82%
Poor
6 Months
+12.19%
Good
1 Year
+13.45%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 3 quarters
AUM Metrics
Key indicators
Current AUM
₹2.88 Cr
Recent Trend
Growing
Stability Score
69.2
Growth Assessment
Unknown
Growth Performance
Historical returns
1Y
Annual Growth
N/A
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Unknown
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
3.60%
Annualized standard deviation
Sharpe Ratio
0.000
Poor - Risk-adjusted return
Max Drawdown
-1.40%
Low - Worst decline
Consistency
85.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.23%
Average daily price movement
Annualized Volatility
3.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance