71
Multi CapBuy
WhiteOak Capital Multi Cap
WhiteOak · Direct–Growth · rank #3 of 32 by Smart Score
Data updated
Trailing returns
1 Year
10.8%
+7.8% vs index
3 Years
—
5 Years
—
Since launch
19.9%
Year-by-year performance
2024
+30.8%+15.1% vs index
2025
+7.2%-0.5% vs index
2026
+6.7%+8.7% vs index
Why this score
WhiteOak Capital Multi Cap scores 71/100 — #3 of 32 Multi Cap fund (Buy). It stands out for sharpe ratio and alpha — beating 87% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Sharpe ratio0.92 · 87th percentile in category
Alpha7.20 · 92nd percentile in category
Sortino ratio1.26 · 91st percentile in category
Volatility14.55 · 66th percentile in category
Expense ratio0.94% · 44th percentile in category
1Y return10.77% · 55th percentile in category
Top holdings
1.ICICI Bank Ltd5.49%
2.HDFC Bank Ltd2.9%
3.Nestle India Ltd2.52%
4.Bharti Airtel Ltd2.44%
5.Mahindra & Mahindra Ltd1.69%
202 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.