1Y
+7.89%
3Y
-
5Y
-
Since Inception
+11.26%
Sharpe
0.59
Sortino
0.80
Max Drawdown
-3.79%
Volatility
4.60%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2025-03-13
AUM₹237 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#2 of 23
Top 9%
3Y CAGR
-
5Y CAGR
-
Sharpe
#4 of 23
Top 17%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.