55
Large & Mid CapHold
Whiteoak Capital Large & Mid Cap
WhiteOak · Direct–Growth · rank #15 of 34 by Smart Score
Trailing returns
1 Year
6.8%
+4.4% vs index
3 Years
—
5 Years
—
Since launch
15.1%
Year-by-year performance
2024
+27.6%+9.1% vs index
2025
+8.3%-0.1% vs index
2026
+2.6%+2.9% vs index
Why this score
Whiteoak Capital Large & Mid Cap scores 55/100 — #15 of 34 Large & Mid Cap fund (Hold). It stands out for alpha and 1y return — beating 77% of peers on alpha. The main drag is its fund size (better than only 31% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Alpha3.05 · 77th percentile in category
1Y return6.81% · 86th percentile in category
Fund size2325.50 Cr · 31st percentile in category
Volatility14.81 · 64th percentile in category
Sharpe ratio0.58 · 42nd percentile in category
Expense ratio0.94% · 53rd percentile in category