WhiteOak Capital Multi Asset Allocation 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 | +12.00 | 0.39 | 45.4% | 24.3% | 15.1% | -2.4% |
| 3 Years | +10.75 | 0.34 | 41.6% | 22.4% | 17.7% | 7.8% |
| 5 Years | +4.68 | 0.34 | 41.2% | 22.5% | 10.9% | 5.8% |
| 7 Years | +2.00 | 0.34 | 41.2% | 22.5% | 7.7% | 4.1% |
| 10 Years | +0.05 | 0.34 | 41.2% | 22.5% | 5.3% | 2.8% |
| 12 Years | -0.69 | 0.34 | 41.2% | 22.5% | 4.4% | 2.4% |
| 15 Years | -1.43 | 0.34 | 41.2% | 22.5% | 3.5% | 1.9% |