1Y
+26.29%
3Y
-
5Y
-
Since Inception
+24.31%
Sharpe
0.91
Sortino
1.55
Max Drawdown
-15.39%
Volatility
16.04%
Alpha
+14.98%
Beta
0.67
Info Ratio
1.06
Up / Down Capture
118 / 37
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-02-07
AUM₹524 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#6 of 242
Top 2%
3Y CAGR
-
5Y CAGR
-
Sharpe
#6 of 242
Top 2%