38
ESGAvoid
WhiteOak Capital ESG Best In Class Strategy
WhiteOak · Direct–Growth · rank #8 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-7.8%
-3.1% vs index
3 Years
—
5 Years
—
Since launch
0.2%
Year-by-year performance
2025
+6.7%-0.9% vs index
2026
-7.8%-1.8% vs index
Why this score
WhiteOak Capital ESG Best In Class Strategy scores 38/100 — #8 of 10 ESG fund (Avoid). It stands out for volatility and expense ratio — beating 94% of peers on volatility. The main drag is its sharpe ratio (better than only 6% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
Sharpe ratio-0.48 · 6th percentile in category
Volatility13.26 · 94th percentile in category
Fund size46.38 Cr · 5th percentile in category
Sortino ratio-0.65 · 6th percentile in category
Expense ratio0.98% · 85th percentile in category
1Y return-7.83% · 17th percentile in category
Top holdings
1.ICICI Bank Ltd9.27%
2.HDFC Bank Ltd6.07%
3.Nestle India Ltd5.82%
4.Bharti Airtel Ltd5.73%
5.Mahindra & Mahindra Ltd4.14%
52 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.