WhiteOak Capital Large and Mid Cap 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 | +6.58 | 0.92 | 93.7% | 84.4% | 1.2% | -6.4% |
| 3 Years | +8.38 | 0.97 | 100.0% | 89.0% | 11.9% | 3.4% |
| 5 Years | +4.81 | 0.97 | 100.0% | 89.0% | 7.0% | 2.0% |
| 7 Years | +3.34 | 0.97 | 100.0% | 89.0% | 4.9% | 1.5% |
| 10 Years | +2.26 | 0.97 | 100.0% | 89.0% | 3.4% | 1.0% |
| 12 Years | +1.84 | 0.97 | 100.0% | 89.0% | 2.9% | 0.8% |
| 15 Years | +1.43 | 0.97 | 100.0% | 89.0% | 2.3% | 0.7% |