1Y
+6.32%
3Y
-
5Y
-
Since Inception
+11.43%
Sharpe
0.44
Sortino
0.59
Max Drawdown
-3.79%
Volatility
4.33%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2025-03-13
AUM₹237 Cr (January - March 2026)
Expense ratio (Direct)0.87%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#6 of 25
Top 24%
3Y CAGR
-
5Y CAGR
-
Sharpe
#7 of 25
Top 28%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.