1Y
-7.07%
3Y
-
5Y
-
Since Inception
-1.26%
Sharpe
-0.45
Sortino
-0.57
Max Drawdown
-16.38%
Volatility
15.65%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2025-01-30
AUM₹625 Cr (January - March 2026)
Expense ratio (Direct)0.73%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#190 of 225
Top 84%
3Y CAGR
-
5Y CAGR
-
Sharpe
#216 of 225
Top 96%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.