1Y
-3.43%
3Y
-
5Y
-
Since Inception
+0.18%
Sharpe
0.10
Sortino
0.13
Max Drawdown
-25.54%
Volatility
22.70%
Alpha
-0.93%
provisional: short history
Beta
0.91
provisional: short history
Info Ratio
-0.03
provisional: short history
Up / Down Capture
80 / 81
provisional: short history
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-10-14
AUM₹414 Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#201 of 238
Top 84%
3Y CAGR
-
5Y CAGR
-
Sharpe
#200 of 237
Top 84%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.