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 | +10.64 | 0.34 | 38.9% | 20.3% | 15.6% | 2.1% |
| 3 Years | +9.39 | 0.33 | 40.2% | 22.0% | 17.0% | 9.9% |
| 5 Years | +3.61 | 0.33 | 40.2% | 22.0% | 9.9% | 5.8% |
| 7 Years | +1.26 | 0.33 | 40.2% | 22.0% | 7.0% | 4.1% |
| 10 Years | -0.46 | 0.33 | 40.2% | 22.0% | 4.8% | 2.9% |
| 12 Years | -1.12 | 0.33 | 40.2% | 22.0% | 4.0% | 2.4% |
| 15 Years | -1.78 | 0.33 | 40.2% | 22.0% | 3.2% | 1.9% |