1Y
+1.49%
3Y
-
5Y
-
Since Inception
+11.29%
Sharpe
0.52
Sortino
0.75
Max Drawdown
-8.39%
Volatility
8.55%
Alpha
+3.27%
Beta
1.03
Info Ratio
1.24
Up / Down Capture
117 / 89
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-10-30
AUM₹268 Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Balanced Hybrid
1Y
#2 of 2
Top 100%
3Y CAGR
-
5Y CAGR
-
Sharpe
#2 of 2
Top 100%