WhiteOak Capital Banking and Financial Services 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 | +10.11 | 1.17 | 115.6% | 103.5% | 5.6% | -2.9% |
| 3 Years | +7.80 | 1.08 | 107.1% | 95.2% | 11.2% | 3.6% |
| 5 Years | +4.75 | 1.08 | 107.1% | 95.2% | 6.6% | 2.1% |
| 7 Years | +3.50 | 1.08 | 107.1% | 95.2% | 4.7% | 1.5% |
| 10 Years | +2.57 | 1.08 | 107.1% | 95.2% | 3.2% | 1.1% |
| 12 Years | +2.23 | 1.08 | 107.1% | 95.2% | 2.7% | 0.9% |
| 15 Years | +1.87 | 1.08 | 107.1% | 95.2% | 2.1% | 0.7% |