1Y
-7.73%
3Y
-
5Y
-
Since Inception
-1.18%
Sharpe
-0.38
Sortino
-0.49
Max Drawdown
-17.16%
Volatility
15.78%
Alpha
-1.75%
provisional: short history
Beta
0.88
provisional: short history
Info Ratio
-0.28
provisional: short history
Up / Down Capture
87 / 91
provisional: short history
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-10-31
AUM₹58 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#197 of 225
Top 88%
3Y CAGR
-
5Y CAGR
-
Sharpe
#212 of 225
Top 94%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.