1Y
+15.71%
3Y
-
5Y
-
Since Inception
+21.24%
Sharpe
0.79
Sortino
1.34
Max Drawdown
-15.39%
Volatility
16.75%
Alpha
+12.91%
Beta
0.67
Info Ratio
0.92
Up / Down Capture
108 / 37
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-02-07
AUM₹524 Cr (January - March 2026)
Expense ratio (Direct)0.69%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#12 of 225
Top 5%
3Y CAGR
-
5Y CAGR
-
Sharpe
#35 of 225
Top 16%