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 | +1.78 | 0.63 | 64.1% | 58.5% | 4.8% | 1.0% |
| 3 Years | +5.04 | 0.58 | 60.9% | 50.8% | 14.4% | 11.4% |
| 5 Years | +2.15 | 0.58 | 60.5% | 50.3% | 8.6% | 6.3% |
| 7 Years | +0.71 | 0.58 | 60.5% | 50.3% | 6.0% | 4.5% |
| 10 Years | -0.34 | 0.58 | 60.5% | 50.3% | 4.2% | 3.1% |
| 12 Years | -0.75 | 0.58 | 60.5% | 50.3% | 3.5% | 2.6% |
| 15 Years | -1.16 | 0.58 | 60.5% | 50.3% | 2.8% | 2.1% |