1Y
+13.17%
3Y
+21.55%
5Y
-
Since Inception
+22.59%
Sharpe
1.06
Sortino
1.79
Max Drawdown
-19.33%
Volatility
15.85%
Alpha
+5.29%
Beta
0.90
Info Ratio
0.81
Up / Down Capture
104 / 83
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2022-09-08
AUM₹4.5K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#3 of 32
Top 9%
3Y CAGR
#3 of 30
Top 10%
5Y CAGR
-
Sharpe
#1 of 32
Top 3%