79
Large CapStrong Buy
WhiteOak Capital Large Cap
WhiteOak · Direct–Growth · rank #2 of 35 by Smart Score
Data updated
Trailing returns
1 Year
3.8%
+5.6% vs index
3 Years
14.4%
+6.2% vs index
5 Years
—
Since launch
13.4%
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
-1.6%+6.2% vs index
Why this score
WhiteOak Capital Large Cap scores 79/100 — #2 of 35 Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 93% 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 return14.41% · 93rd percentile in category
Sharpe ratio0.70 · 95th percentile in category
Sortino ratio0.81 · 95th percentile in category
Alpha3.35 · 95th percentile in category
Expense ratio0.94% · 72nd percentile in category
Fund size1259.74 Cr · 33rd percentile in category
Top holdings
1.ICICI Bank Ltd9.7%
2.HDFC Bank Ltd7.62%
3.Bharti Airtel Ltd5.38%
4.Nestle India Ltd4.58%
5.Mahindra & Mahindra Ltd3.61%
70 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.