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WhiteOak Capital Balanced Advantage Fund
WhiteOak Capital·
Dynamic Asset Allocation or Balanced Advantage
1Y
-0.03%
3Y
+11.97%
5Y
-
Since Inception
+12.60%
Sharpe
0.71
Sortino
1.06
Max Drawdown
-9.58%
Volatility
8.68%
Alpha
+4.21%
Beta
1.13
Info Ratio
1.49
Up / Down Capture
125 / 89
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-02-13
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)0.59%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#15 of 37
Top 41%
3Y CAGR
#7 of 30
Top 23%
5Y CAGR
-
Sharpe
#3 of 36
Top 8%