1Y
+6.02%
3Y
+6.98%
5Y
+6.23%
Since Inception
+6.13%
Sharpe
-
Sortino
-
Max Drawdown
-0.16%
Volatility
0.56%
Alpha
-0.55%
Beta
1.12
Info Ratio
-3.92
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2021-04-15
AUM₹557 Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Ultra Short Duration
1Y
#27 of 29
Top 93%
3Y CAGR
#23 of 25
Top 92%
5Y CAGR
#19 of 24
Top 79%
Sharpe
-