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 | +9.88 | 0.96 | 102.3% | 88.9% | 11.1% | 1.0% |
| 3 Years | +6.60 | 1.01 | 105.6% | 91.4% | 8.8% | 2.2% |
| 5 Years | +3.90 | 1.01 | 105.6% | 91.4% | 5.2% | 1.3% |
| 7 Years | +2.77 | 1.01 | 105.6% | 91.4% | 3.7% | 0.9% |
| 10 Years | +1.94 | 1.01 | 105.6% | 91.4% | 2.6% | 0.7% |
| 12 Years | +1.62 | 1.01 | 105.6% | 91.4% | 2.1% | 0.6% |
| 15 Years | +1.30 | 1.01 | 105.6% | 91.4% | 1.7% | 0.4% |