33
Banking & FinancialAvoid
WhiteOak Capital BankIng & FInancial Services
WhiteOak · Direct–Growth · rank #23 of 31 by Smart Score
Data updated
Trailing returns
1 Year
8.0%
+1.1% vs index
3 Years
—
5 Years
—
Since launch
12.5%
Year-by-year performance
2025
+16.1%-1.8% vs index
2026
+0.8%+4.4% vs index
Why this score
WhiteOak Capital BankIng & FInancial Services scores 33/100 — #23 of 31 Banking & Financial fund (Avoid). 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 ratio0.37 · 23rd percentile in category
Alpha1.43 · 19th percentile in category
Sortino ratio0.51 · 24th percentile in category
Volatility16.22 · 31st percentile in category
1Y return8.00% · 30th percentile in category
Expense ratio1.08% · 58th percentile in category
Top holdings
1.ICICI Bank Ltd12.77%
2.HDFC Bank Ltd10.6%
3.Kotak Mahindra Bank Ltd6.13%
4.Bajaj Finance Ltd3.61%
5.Bajaj Finserv Ltd3.25%
57 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.