77
Mid CapBuy
WhiteOak Capital Mid Cap
WhiteOak · Direct–Growth · rank #2 of 34 by Smart Score
Data updated
Trailing returns
1 Year
7.2%
+7.5% vs index
3 Years
19.8%
+6.6% vs index
5 Years
—
Since launch
21.5%
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
+6.1%+8.1% vs index
Why this score
WhiteOak Capital Mid Cap scores 77/100 — #2 of 34 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 return19.83% · 92nd percentile in category
Sharpe ratio0.85 · 95th percentile in category
Sortino ratio1.14 · 92nd percentile in category
Alpha5.98 · 89th percentile in category
1Y return7.16% · 95th percentile in category
Volatility17.55 · 44th percentile in category
Top holdings
1.Bharti Hexacom Ltd.2.49%
2.Coforge Ltd2.45%
3.The Federal Bank Ltd2.24%
4.Max Financial Services Ltd2.23%
5.Laurus Labs Ltd1.97%
154 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.