WhiteOak Capital Quality Equity 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 | +3.02 | 0.84 | 84.3% | 78.6% | 1.7% | -2.9% |
| 3 Years | +0.31 | 0.84 | 85.2% | 81.8% | 2.1% | 0.9% |
| 5 Years | -0.22 | 0.84 | 85.2% | 81.8% | 1.3% | 0.5% |
| 7 Years | -0.45 | 0.84 | 85.2% | 81.8% | 0.9% | 0.4% |
| 10 Years | -0.62 | 0.84 | 85.2% | 81.8% | 0.6% | 0.3% |
| 12 Years | -0.69 | 0.84 | 85.2% | 81.8% | 0.5% | 0.2% |
| 15 Years | -0.74 | 0.84 | 85.2% | 81.8% | 0.4% | 0.2% |