1Y
-0.84%
3Y
-
5Y
-
Since Inception
+3.41%
Sharpe
0.03
Sortino
0.03
Max Drawdown
-25.54%
Volatility
23.18%
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
#195 of 242
Top 81%
3Y CAGR
-
5Y CAGR
-
Sharpe
#182 of 242
Top 75%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.