67
Flexi CapBuy
WhiteOak Capital Flexi Cap
WhiteOak · Direct–Growth · rank #12 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-0.5%
+4.2% vs index
3 Years
13.4%
+4.1% vs index
5 Years
—
Since launch
15.7%
Year-by-year performance
2023
+33.3%+6.8% vs index
2024
+25.5%+9.8% vs index
2025
+6.0%-1.6% vs index
2026
-0.8%+5.2% vs index
Why this score
WhiteOak Capital Flexi Cap scores 67/100 — #12 of 48 Flexi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 66% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return13.45% · 66th percentile in category
Sharpe ratio0.58 · 73rd percentile in category
Expense ratio0.83% · 76th percentile in category
Fund size9325.29 Cr · 74th percentile in category
Sortino ratio0.68 · 70th percentile in category
Alpha3.68 · 65th percentile in category
Top holdings
1.ICICI Bank Ltd7.98%
2.Bharti Airtel Ltd4.36%
3.HDFC Bank Ltd3.59%
4.Nestle India Ltd3.46%
5.State Bank of India2.47%
170 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.