1Y
+9.28%
3Y
+20.96%
5Y
-
Since Inception
+22.23%
Sharpe
0.85
Sortino
1.39
Max Drawdown
-19.33%
Volatility
16.15%
Alpha
+5.29%
Beta
0.90
Info Ratio
0.81
Up / Down Capture
104 / 83
NAV (last ~1 year)
Fund details
AMCWhiteOak Capital
Fund manager-
Data from2022-09-08
AUM₹4.5K Cr (January - March 2026)
Expense ratio (Direct)0.86%
Minimum lumpsumRs 500
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#5 of 32
Top 16%
3Y CAGR
#3 of 30
Top 10%
5Y CAGR
-
Sharpe
#2 of 32
Top 6%