1Y
+2.57%
3Y
-
5Y
-
Since Inception
+10.66%
Sharpe
0.49
Sortino
0.73
Max Drawdown
-16.19%
Volatility
16.07%
Alpha
+7.04%
Beta
0.96
Info Ratio
1.08
Up / Down Capture
112 / 76
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-02-07
AUM₹567 Cr (January - March 2026)
Expense ratio (Direct)0.73%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#140 of 238
Top 59%
3Y CAGR
-
5Y CAGR
-
Sharpe
#121 of 237
Top 51%