63
Large & Mid CapBuy
Whiteoak Capital Large & Mid Cap
WhiteOak · Direct–Growth · rank #8 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.6%
+4.2% vs index
3 Years
—
5 Years
—
Since launch
14.9%
Year-by-year performance
2024
+27.6%+9.1% vs index
2025
+8.3%-0.1% vs index
2026
+4.0%+4.4% vs index
Why this score
Whiteoak Capital Large & Mid Cap scores 63/100 — #8 of 36 Large & Mid Cap fund (Buy). It stands out for alpha and volatility — beating 86% of peers on alpha. The main drag is its fund size (better than only 35% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Alpha3.49 · 86th percentile in category
Volatility14.53 · 68th percentile in category
Sortino ratio0.79 · 71st percentile in category
1Y return9.60% · 80th percentile in category
Fund size2440.89 Cr · 35th percentile in category
Sharpe ratio0.58 · 56th percentile in category
Top holdings
1.ICICI Bank Ltd6.96%
2.HDFC Bank Ltd3.66%
3.Nestle India Ltd3.42%
4.Bharti Airtel Ltd2.52%
5.Mahindra & Mahindra Ltd2.18%
127 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.