1Y
-1.05%
3Y
+12.82%
5Y
-
Since Inception
+12.15%
Sharpe
0.63
Sortino
0.94
Max Drawdown
-15.25%
Volatility
12.87%
Alpha
+3.89%
Beta
0.91
Info Ratio
1.25
Up / Down Capture
105 / 84
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2022-12-02
AUM₹1.1K Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#12 of 37
Top 32%
3Y CAGR
#5 of 34
Top 15%
5Y CAGR
-
Sharpe
#3 of 37
Top 8%