40
Banking & FinancialAvoid
WhiteOak Capital BankIng & FInancial Services
WhiteOak · Direct–Growth · rank #22 of 31 by Smart Score
Data updated
Trailing returns
1 Year
-0.8%
+1.7% vs index
3 Years
—
5 Years
—
Since launch
10.4%
Year-by-year performance
2025
+16.1%-1.8% vs index
2026
-2.8%+3.1% vs index
Why this score
WhiteOak Capital BankIng & FInancial Services scores 40/100 — #22 of 31 Banking & Financial fund (Avoid). It stands out for volatility — beating 60% of peers on volatility. The main drag is its sharpe ratio (better than only 23% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Sharpe ratio0.24 · 23rd percentile in category
Alpha0.72 · 23rd percentile in category
Sortino ratio0.33 · 28th percentile in category
Volatility16.19 · 60th percentile in category
Expense ratio1.08% · 57th percentile in category
Fund size625.60 Cr · 47th percentile in category
Top holdings
1.ICICI Bank Ltd11.77%
2.HDFC Bank Ltd7.97%
3.Kotak Mahindra Bank Ltd6.43%
4.Axis Bank Ltd4.77%
5.State Bank of India3.46%
55 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.