1Y
+13.21%
3Y
-
5Y
-
Since Inception
+17.59%
Sharpe
0.53
Sortino
0.80
Max Drawdown
-16.97%
Volatility
17.70%
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
#56 of 238
Top 24%
3Y CAGR
-
5Y CAGR
-
Sharpe
#109 of 237
Top 46%