35
TechnologyAvoid
WhiteOak Capital Digital Bharat
WhiteOak · Direct–Growth · rank #11 of 13 by Smart Score
Data updated
Trailing returns
1 Year
-1.1%
+3.6% vs index
3 Years
—
5 Years
—
Since launch
2.4%
Year-by-year performance
2025
+1.8%-5.9% vs index
2026
-3.4%+2.6% vs index
Why this score
WhiteOak Capital Digital Bharat scores 35/100 — #11 of 13 Technology fund (Avoid). It stands out for volatility and 1y return — beating 71% of peers on volatility. The main drag is its sharpe ratio (better than only 13% of peers).
Each bar shows the fund's percentile vs Technology peers — a longer bar beats more of the category.
Sharpe ratio-0.22 · 13th percentile in category
Expense ratio1.41% · 12th percentile in category
Sortino ratio-0.30 · 13th percentile in category
Volatility19.10 · 71st percentile in category
Fund size473.67 Cr · 27th percentile in category
1Y return-1.07% · 71st percentile in category
Top holdings
1.Bharti Airtel Ltd16.55%
2.Zomato Ltd7.64%
3.Coforge Ltd5.7%
4.Tech Mahindra Ltd5.7%
5.Persistent Systems Ltd5.68%
35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.