WhiteOak Capital Special Opportunities 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 | +13.43 | 0.98 | 105.4% | 87.2% | 10.2% | -3.4% |
| 3 Years | +10.09 | 0.99 | 106.1% | 87.5% | 12.2% | 2.0% |
| 5 Years | +5.87 | 0.99 | 106.1% | 87.5% | 7.1% | 1.2% |
| 7 Years | +4.14 | 0.99 | 106.1% | 87.5% | 5.0% | 0.9% |
| 10 Years | +2.86 | 0.99 | 106.1% | 87.5% | 3.5% | 0.6% |
| 12 Years | +2.37 | 0.99 | 106.1% | 87.5% | 2.9% | 0.5% |
| 15 Years | +1.88 | 0.99 | 106.1% | 87.5% | 2.3% | 0.4% |