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 | +18.16 | 0.97 | 105.3% | 82.2% | 15.6% | -2.9% |
| 3 Years | +11.55 | 0.99 | 106.4% | 85.8% | 13.5% | 1.9% |
| 5 Years | +6.70 | 0.99 | 106.4% | 85.8% | 7.9% | 1.1% |
| 7 Years | +4.71 | 0.99 | 106.4% | 85.8% | 5.6% | 0.8% |
| 10 Years | +3.24 | 0.99 | 106.4% | 85.8% | 3.9% | 0.6% |
| 12 Years | +2.69 | 0.99 | 106.4% | 85.8% | 3.2% | 0.5% |
| 15 Years | +2.12 | 0.99 | 106.4% | 85.8% | 2.6% | 0.4% |