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 | +5.10 | 0.63 | 66.0% | 56.7% | 5.6% | -2.9% |
| 3 Years | +5.82 | 0.59 | 62.6% | 52.0% | 13.1% | 7.8% |
| 5 Years | +3.31 | 0.58 | 61.3% | 50.0% | 9.6% | 6.1% |
| 7 Years | +1.52 | 0.58 | 61.3% | 50.0% | 6.8% | 4.3% |
| 10 Years | +0.20 | 0.58 | 61.3% | 50.0% | 4.7% | 3.0% |
| 12 Years | -0.29 | 0.58 | 61.3% | 50.0% | 3.9% | 2.5% |
| 15 Years | -0.79 | 0.58 | 61.3% | 50.0% | 3.1% | 2.0% |