Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
WhiteOak Capital Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
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 | +8.27 | 0.87 | 91.7% | 83.0% | 17.7% | 9.9% |
| 3 Years | +7.60 | 0.89 | 92.2% | 84.9% | 24.5% | 18.1% |
| 5 Years | +5.36 | 0.88 | 91.8% | 84.1% | 18.5% | 14.0% |
| 7 Years | +3.46 | 0.88 | 91.8% | 84.1% | 12.9% | 9.8% |
| 10 Years | +2.11 | 0.88 | 91.8% | 84.1% | 8.9% | 6.8% |
| 12 Years | +1.61 | 0.88 | 91.8% | 84.1% | 7.3% | 5.6% |
| 15 Years | +1.13 | 0.88 | 91.8% | 84.1% | 5.8% | 4.5% |