1Y
+3.90%
3Y
+11.76%
5Y
-
Since Inception
+12.15%
Sharpe
0.42
Sortino
0.60
Max Drawdown
-8.39%
Volatility
8.31%
Alpha
+3.27%
Beta
1.03
Info Ratio
1.24
Up / Down Capture
117 / 89
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-10-30
AUM₹268 Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Balanced Hybrid
1Y
#2 of 2
Top 100%
3Y CAGR
#1 of 2
Top 50%
5Y CAGR
-
Sharpe
#2 of 2
Top 100%