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 | +10.74 | 0.37 | 41.6% | 22.5% | 12.7% | -5.6% |
| 3 Years | +10.01 | 0.34 | 40.7% | 22.4% | 17.0% | 7.9% |
| 5 Years | +4.07 | 0.34 | 40.6% | 22.4% | 10.1% | 5.0% |
| 7 Years | +1.58 | 0.34 | 40.6% | 22.4% | 7.1% | 3.5% |
| 10 Years | -0.23 | 0.34 | 40.6% | 22.4% | 4.9% | 2.5% |
| 12 Years | -0.94 | 0.34 | 40.6% | 22.4% | 4.1% | 2.0% |
| 15 Years | -1.63 | 0.34 | 40.6% | 22.4% | 3.2% | 1.6% |