69
Flexi CapBuy
WhiteOak Capital Flexi Cap
WhiteOak · Direct–Growth · rank #10 of 47 by Smart Score
Data updated
Trailing returns
1 Year
7.7%
+4.7% vs index
3 Years
15.8%
+4.2% vs index
5 Years
—
Since launch
17.4%
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
+3.5%+5.6% vs index
Why this score
WhiteOak Capital Flexi Cap scores 69/100 — #10 of 47 Flexi Cap fund (Buy). It stands out for sharpe ratio and 3y return — beating 89% of peers on sharpe ratio. 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.
Sharpe ratio0.80 · 89th percentile in category
3Y return15.81% · 67th percentile in category
Expense ratio0.84% · 76th percentile in category
Sortino ratio0.92 · 72nd percentile in category
Fund size9136.29 Cr · 71st percentile in category
Alpha3.31 · 67th percentile in category
Top holdings
1.ICICI Bank Ltd8.69%
2.HDFC Bank Ltd4.97%
3.Bharti Airtel Ltd4.87%
4.Nestle India Ltd3.72%
5.Mahindra & Mahindra Ltd2.85%
163 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.