77
Mid CapBuy
WhiteOak Capital Mid Cap
WhiteOak · Direct–Growth · rank #3 of 33 by Smart Score
Trailing returns
1 Year
13.0%
+8.1% vs index
3 Years
24.3%
+5.1% vs index
5 Years
—
Since launch
23.8%
Year-by-year performance
2023
+44.0%-0.3% vs index
2024
+35.5%+11.3% vs index
2025
+6.7%+0.9% vs index
2026
+8.7%+5.3% vs index
Why this score
WhiteOak Capital Mid Cap scores 77/100 — #3 of 33 Mid Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 92% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return24.30% · 92nd percentile in category
Sharpe ratio1.12 · 95th percentile in category
Sortino ratio1.54 · 92nd percentile in category
Alpha4.34 · 92nd percentile in category
1Y return12.99% · 92nd percentile in category
Fund size6171.27 Cr · 44th percentile in category