1Y
+13.00%
3Y
-
5Y
-
Since Inception
+17.91%
Sharpe
0.31
Sortino
0.47
Max Drawdown
-16.97%
Volatility
17.57%
Alpha
+11.50%
Beta
1.06
Info Ratio
1.90
Up / Down Capture
140 / 88
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-06-05
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)3.26%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#52 of 242
Top 21%
3Y CAGR
-
5Y CAGR
-
Sharpe
#126 of 242
Top 52%