1Y
+3.25%
3Y
+14.40%
5Y
-
Since Inception
+16.28%
Sharpe
0.74
Sortino
1.16
Max Drawdown
-15.59%
Volatility
13.46%
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
#17 of 42
Top 40%
3Y CAGR
#13 of 38
Top 34%
5Y CAGR
-
Sharpe
#6 of 42
Top 14%