35
TechnologyAvoid
WhiteOak Capital Digital Bharat
WhiteOak · Direct–Growth · rank #9 of 13 by Smart Score
Data updated
Trailing returns
1 Year
2.3%
-0.7% vs index
3 Years
—
5 Years
—
Since launch
3.9%
Year-by-year performance
2025
+1.8%-5.9% vs index
2026
-1.0%+1.1% vs index
Why this score
WhiteOak Capital Digital Bharat scores 35/100 — #9 of 13 Technology fund (Avoid). It stands out for 1y return — beating 79% of peers on 1y return. The main drag is its expense ratio (better than only 12% of peers).
Each bar shows the fund's percentile vs Technology peers — a longer bar beats more of the category.
Expense ratio1.47% · 12th percentile in category
Sharpe ratio-0.14 · 29th percentile in category
Fund size504.43 Cr · 27th percentile in category
Sortino ratio-0.19 · 29th percentile in category
1Y return2.32% · 79th percentile in category
Volatility19.19 · 38th percentile in category
Top holdings
1.Bharti Airtel Ltd17.85%
2.Zomato Ltd7.31%
3.Tech Mahindra Ltd Futures6.23%
4.Coforge Ltd4.92%
5.Persistent Systems Limited4.62%
37 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.