75
Large CapBuy
WhiteOak Capital Large Cap
WhiteOak · Direct–Growth · rank #3 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.4%
+4.3% vs index
3 Years
12.4%
+5.9% vs index
5 Years
—
Since launch
11.8%
Year-by-year performance
2023
+25.4%+4.3% vs index
2024
+23.0%+13.2% vs index
2025
+9.5%-2.2% vs index
2026
-5.5%+5.2% vs index
Why this score
WhiteOak Capital Large Cap scores 75/100 — #3 of 35 Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 88% of peers on 3y return. The main drag is its fund size (better than only 33% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return12.43% · 88th percentile in category
Sharpe ratio0.51 · 95th percentile in category
Sortino ratio0.61 · 92nd percentile in category
Alpha3.62 · 89th percentile in category
Expense ratio0.92% · 75th percentile in category
Fund size1208.37 Cr · 33rd percentile in category
Top holdings
1.ICICI Bank Ltd9.12%
2.HDFC Bank Ltd5.93%
3.Bharti Airtel Ltd5.1%
4.Nestle India Ltd4.22%
5.Kotak Mahindra Bank Ltd3.2%
70 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.