1Y
+6.94%
3Y
-
5Y
-
Since Inception
+7.21%
Sharpe
-
Sortino
-
Max Drawdown
-0.23%
Volatility
0.47%
Alpha
-0.20%
provisional: short history
Beta
0.63
provisional: short history
Info Ratio
-0.68
provisional: short history
Up / Down Capture
-
provisional: short history
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-09-10
AUM₹975 Cr (January - March 2026)
Expense ratio (Direct)1.87%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#3 of 37
Top 8%
3Y CAGR
-
5Y CAGR
-
Sharpe
-
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.