77
Mid CapBuy
WhiteOak Capital Mid Cap
WhiteOak · Direct–Growth · rank #2 of 34 by Smart Score
Data updated
Trailing returns
1 Year
17.4%
+7.7% vs index
3 Years
23.1%
+6.6% 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
+11.7%+7.6% 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 return23.05% · 92nd percentile in category
Sharpe ratio1.12 · 95th percentile in category
Sortino ratio1.41 · 92nd percentile in category
Alpha4.34 · 92nd percentile in category
1Y return17.42% · 92nd percentile in category
Volatility17.25 · 47th percentile in category
Top holdings
1.Max Financial Services Ltd3.11%
2.Bharti Hexacom Ltd.2.9%
3.The Federal Bank Ltd2.84%
4.Laurus Labs Ltd2.46%
5.Coforge Ltd2.43%
146 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.