1Y
+6.21%
3Y
+18.81%
5Y
-
Since Inception
+18.81%
Sharpe
0.61
Sortino
0.94
Max Drawdown
-16.93%
Volatility
15.55%
Alpha
+6.93%
Beta
0.95
Info Ratio
1.41
Up / Down Capture
115 / 83
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2023-09-25
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)1.04%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#17 of 32
Top 53%
3Y CAGR
#2 of 23
Top 9%
5Y CAGR
-
Sharpe
#7 of 32
Top 22%