1Y
-3.09%
3Y
+14.41%
5Y
-
Since Inception
+12.28%
Sharpe
0.55
Sortino
0.83
Max Drawdown
-15.25%
Volatility
13.31%
Alpha
+3.65%
Beta
0.91
Info Ratio
1.16
Up / Down Capture
104 / 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
#9 of 37
Top 24%
3Y CAGR
#4 of 34
Top 12%
5Y CAGR
-
Sharpe
#4 of 37
Top 11%