Banking & FinancialAvoid

WhiteOak Capital BankIng & FInancial Services

WhiteOak · Direct–Growth · rank #21 of 30 by Smart Score

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Trailing returns

vs Nifty Bank (index-fund proxy)

1 Year

6.5%

+3.0% vs index

3 Years

—

5 Years

—

Since launch

13.9%

Year-by-year performance

last entry = YTD

2025

+16.1%-1.8% vs index

2026

+2.3%+3.8% vs index

Why this score

WhiteOak Capital BankIng & FInancial Services scores 34/100 — #21 of 30 Banking & Financial fund (Avoid). The main drag is its sharpe ratio (better than only 27% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

Sharpe ratio0.45 · 27th percentile in category

Alpha1.25 · 19th percentile in category

Volatility16.48 · 27th percentile in category

Sortino ratio0.62 · 33rd percentile in category

Expense ratio1.13% · 45th percentile in category

Fund size633.39 Cr · 45th percentile in category

Other Banking & Financial funds

Invesco India FIn Services

3Y 19.2%

SBI BankIng And FIn Services

3Y 17.0%

DSP BankIng & FInancial Services

3Y —

Bandhan FInancial Services

3Y —