1Y
-1.59%
3Y
+16.56%
5Y
-
Since Inception
+15.92%
Sharpe
0.63
Sortino
0.98
Max Drawdown
-15.59%
Volatility
13.83%
Alpha
+3.52%
Beta
0.91
Info Ratio
0.76
Up / Down Capture
101 / 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
#15 of 41
Top 37%
3Y CAGR
#9 of 35
Top 26%
5Y CAGR
-
Sharpe
#10 of 40
Top 25%