1Y
-2.85%
3Y
+17.79%
5Y
-
Since Inception
+16.74%
Sharpe
0.65
Sortino
1.03
Max Drawdown
-16.36%
Volatility
14.48%
Alpha
+4.48%
Beta
0.93
Info Ratio
0.93
Up / Down Capture
105 / 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
#29 of 58
Top 50%
3Y CAGR
#5 of 56
Top 9%
5Y CAGR
-
Sharpe
#16 of 58
Top 28%