1Y
+4.81%
3Y
+15.76%
5Y
-
Since Inception
+17.07%
Sharpe
0.56
Sortino
0.85
Max Drawdown
-15.59%
Volatility
13.68%
Alpha
+4.11%
Beta
0.91
Info Ratio
0.88
Up / Down Capture
103 / 81
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2022-08-03
AUM₹7.2K Cr (January - March 2026)
Expense ratio (Direct)0.81%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#22 of 44
Top 50%
3Y CAGR
#13 of 38
Top 34%
5Y CAGR
-
Sharpe
#11 of 44
Top 25%