1Y
+6.96%
3Y
+24.45%
5Y
-
Since Inception
+22.08%
Sharpe
0.98
Sortino
1.65
Max Drawdown
-19.33%
Volatility
16.37%
Alpha
+4.48%
Beta
0.90
Info Ratio
0.63
Up / Down Capture
101 / 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
#4 of 31
Top 13%
3Y CAGR
#3 of 29
Top 10%
5Y CAGR
-
Sharpe
#1 of 31
Top 3%