1Y
-12.40%
3Y
-
5Y
-
Since Inception
-5.16%
Sharpe
-0.24
Sortino
-0.30
Max Drawdown
-25.54%
Volatility
22.74%
Alpha
-0.97%
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
#215 of 225
Top 96%
3Y CAGR
-
5Y CAGR
-
Sharpe
#204 of 225
Top 91%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.