1Y
-1.45%
3Y
-
5Y
-
Since Inception
+10.29%
Sharpe
0.35
Sortino
0.52
Max Drawdown
-16.19%
Volatility
16.72%
Alpha
+5.36%
Beta
0.96
Info Ratio
0.88
Up / Down Capture
105 / 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
#121 of 225
Top 54%
3Y CAGR
-
5Y CAGR
-
Sharpe
#139 of 225
Top 62%