WhiteOak Capital
WhiteOak Capital Digital Bharat Fund Regular Plan Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.30% | -0.07% | +0.37 | 49 / 175 | Q2 |
| 1W | +0.84% | -0.23% | +1.08 | 10 / 175 | Q1 |
| 2W | +3.87% | -0.28% | +4.15 | 7 / 176 | Q1 |
| 1M | +5.95% | +1.47% | +4.48 | 12 / 176 | Q1 |
| 3M | +8.19% | +4.83% | +3.36 | 48 / 176 | Q2 |
| 6M | -5.86% | +4.22% | -10.08 | 161 / 168 | Q4 |
| YTD | -7.28% | +2.36% | -9.64 | 158 / 165 | Q4 |
| 1Y | -3.43% | +4.18% | -7.61 | 132 / 155 | Q4 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.79% | +9.09% | -9.88 | 156 / 176 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -7.28% | +2.99% | -10.27 | 158 / 164 |
| 2025 | -0.63% | +1.66% | -2.29 | 84 / 133 |
| 2024 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹9.9120 |
| 16 Jul 2026 | ₹9.8820 |
| 15 Jul 2026 | ₹9.9160 |
| 14 Jul 2026 | ₹9.8860 |
| 13 Jul 2026 | ₹9.9060 |
| 10 Jul 2026 | ₹9.8290 |
| 9 Jul 2026 | ₹9.6920 |
| 8 Jul 2026 | ₹9.5540 |
| 7 Jul 2026 | ₹9.6990 |
| 6 Jul 2026 | ₹9.5690 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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