74
Multi CapBuy
WhiteOak Capital Multi Cap
WhiteOak · Direct–Growth · rank #3 of 32 by Smart Score
Trailing returns
1 Year
7.2%
+6.6% vs index
3 Years
—
5 Years
—
Since launch
20.1%
Year-by-year performance
2024
+30.8%+15.1% vs index
2025
+7.2%-0.5% vs index
2026
+4.6%+6.4% vs index
Why this score
WhiteOak Capital Multi Cap scores 74/100 — #3 of 32 Multi Cap fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 90% of peers on sharpe ratio. The main drag is its expense ratio (better than only 38% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Sharpe ratio0.92 · 90th percentile in category
Sortino ratio1.25 · 95th percentile in category
Alpha6.62 · 92nd percentile in category
Volatility14.82 · 69th percentile in category
1Y return7.15% · 79th percentile in category
Expense ratio0.96% · 38th percentile in category