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 | +12.38 | 0.98 | 103.7% | 86.6% | 7.0% | -5.6% |
| 3 Years | +9.02 | 1.00 | 106.2% | 88.3% | 9.8% | 0.8% |
| 5 Years | +5.30 | 1.00 | 106.2% | 88.3% | 5.8% | 0.5% |
| 7 Years | +3.75 | 1.00 | 106.2% | 88.3% | 4.1% | 0.3% |
| 10 Years | +2.62 | 1.00 | 106.2% | 88.3% | 2.9% | 0.2% |
| 12 Years | +2.17 | 1.00 | 106.2% | 88.3% | 2.4% | 0.2% |
| 15 Years | +1.74 | 1.00 | 106.2% | 88.3% | 1.9% | 0.2% |