WhiteOak Capital Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.27 | 0.64 | 63.8% | 57.9% | 1.5% | -4.9% |
| 3 Years | +4.85 | 0.59 | 61.2% | 51.5% | 12.2% | 8.0% |
| 5 Years | +2.41 | 0.58 | 60.5% | 50.4% | 8.3% | 5.5% |
| 7 Years | +0.90 | 0.58 | 60.5% | 50.4% | 5.9% | 3.9% |
| 10 Years | -0.22 | 0.58 | 60.5% | 50.4% | 4.1% | 2.7% |
| 12 Years | -0.64 | 0.58 | 60.5% | 50.4% | 3.4% | 2.3% |
| 15 Years | -1.07 | 0.58 | 60.5% | 50.4% | 2.7% | 1.8% |