1Y
+3.18%
3Y
+15.99%
5Y
-
Since Inception
+17.32%
Sharpe
0.77
Sortino
1.22
Max Drawdown
-16.36%
Volatility
14.08%
Alpha
+5.04%
Beta
0.93
Info Ratio
1.04
Up / Down Capture
108 / 82
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2022-10-17
AUM₹435 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#23 of 58
Top 40%
3Y CAGR
#7 of 57
Top 12%
5Y CAGR
-
Sharpe
#10 of 58
Top 17%