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 | +7.91 | 1.14 | 109.9% | 100.4% | 0.6% | -5.6% |
| 3 Years | +6.18 | 1.07 | 105.0% | 94.6% | 8.4% | 2.5% |
| 5 Years | +3.83 | 1.07 | 105.0% | 94.6% | 4.9% | 1.5% |
| 7 Years | +2.84 | 1.07 | 105.0% | 94.6% | 3.5% | 1.1% |
| 10 Years | +2.12 | 1.07 | 105.0% | 94.6% | 2.4% | 0.7% |
| 12 Years | +1.84 | 1.07 | 105.0% | 94.6% | 2.0% | 0.6% |
| 15 Years | +1.55 | 1.07 | 105.0% | 94.6% | 1.6% | 0.5% |