1Y
+4.12%
3Y
-
5Y
-
Since Inception
+14.83%
Sharpe
0.29
Sortino
0.42
Max Drawdown
-16.97%
Volatility
18.50%
Alpha
+10.07%
provisional: short history
Beta
1.05
provisional: short history
Info Ratio
1.72
provisional: short history
Up / Down Capture
133 / 88
provisional: short history
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
#74 of 225
Top 33%
3Y CAGR
-
5Y CAGR
-
Sharpe
#156 of 225
Top 69%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.