1Y
-1.41%
3Y
-
5Y
-
Since Inception
+3.65%
Sharpe
-0.40
Sortino
-0.50
Max Drawdown
-17.16%
Volatility
15.35%
Alpha
-1.02%
provisional: short history
Beta
0.89
provisional: short history
Info Ratio
-0.12
provisional: short history
Up / Down Capture
90 / 91
provisional: short history
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2024-10-31
AUM₹58 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#205 of 242
Top 85%
3Y CAGR
-
5Y CAGR
-
Sharpe
#223 of 242
Top 92%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.