1Y
+5.29%
3Y
-
5Y
-
Since Inception
+14.32%
Sharpe
0.31
Sortino
0.43
Max Drawdown
-16.02%
Volatility
14.82%
Alpha
+4.11%
Beta
0.90
Info Ratio
1.07
Up / Down Capture
107 / 87
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-12-26
AUM₹2.1K Cr (January - March 2026)
Expense ratio (Direct)1.02%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#12 of 36
Top 33%
3Y CAGR
-
5Y CAGR
-
Sharpe
#27 of 36
Top 75%