77
Multi CapBuy
WhiteOak Capital Multi Cap
WhiteOak · Direct–Growth · rank #2 of 33 by Smart Score
Data updated
Trailing returns
1 Year
2.5%
+7.2% vs index
3 Years
17.0%
+7.7% vs index
5 Years
—
Since launch
17.4%
Year-by-year performance
2024
+30.8%+15.1% vs index
2025
+7.2%-0.5% vs index
2026
+2.1%+8.2% vs index
Why this score
WhiteOak Capital Multi Cap scores 77/100 — #2 of 33 Multi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 93% of peers on 3y return. 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.
3Y return17.02% · 93rd percentile in category
Sharpe ratio0.77 · 92nd percentile in category
Sortino ratio0.98 · 91st percentile in category
Alpha5.90 · 88th percentile in category
Expense ratio0.89% · 62nd percentile in category
Fund size4307.80 Cr · 56th percentile in category
Top holdings
1.ICICI Bank Ltd4.74%
2.Bharti Airtel Ltd2.51%
3.Nestle India Ltd2.35%
4.HDFC Bank Ltd1.96%
5.Zomato Ltd1.58%
212 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.