61
Large & Mid CapHold
Whiteoak Capital Large & Mid Cap
WhiteOak · Direct–Growth · rank #10 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.8%
+2.5% vs index
3 Years
—
5 Years
—
Since launch
12.0%
Year-by-year performance
2024
+27.6%+9.1% vs index
2025
+8.3%-0.1% vs index
2026
-1.6%+3.5% vs index
Why this score
Whiteoak Capital Large & Mid Cap scores 61/100 — #10 of 36 Large & Mid Cap fund (Hold). It stands out for volatility and alpha — beating 77% of peers on volatility. The main drag is its fund size (better than only 38% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Volatility14.50 · 77th percentile in category
Alpha2.85 · 74th percentile in category
Expense ratio0.88% · 66th percentile in category
Fund size2376.27 Cr · 38th percentile in category
Sortino ratio0.51 · 59th percentile in category
Sharpe ratio0.38 · 53rd percentile in category
Top holdings
1.ICICI Bank Ltd6.05%
2.Nestle India Ltd3.08%
3.Bharti Airtel Ltd2.5%
4.HDFC Bank Ltd2.48%
5.Zomato Ltd2.2%
128 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.