1Y
+1.58%
3Y
-
5Y
-
Since Inception
+17.60%
Sharpe
0.71
Sortino
1.12
Max Drawdown
-16.93%
Volatility
16.00%
Alpha
+6.28%
Beta
0.95
Info Ratio
1.29
Up / Down Capture
112 / 83
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-09-25
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)1.04%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#11 of 31
Top 35%
3Y CAGR
-
5Y CAGR
-
Sharpe
#6 of 31
Top 19%