42
ESGAvoid
WhiteOak Capital ESG Best In Class Strategy
WhiteOak · Direct–Growth · rank #8 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
-3.3% vs index
3 Years
—
5 Years
—
Since launch
3.1%
Year-by-year performance
2025
+6.7%-0.9% vs index
2026
-2.9%-0.8% vs index
Why this score
WhiteOak Capital ESG Best In Class Strategy scores 42/100 — #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-0.26 · 6th percentile in category
Volatility13.31 · 94th percentile in category
Fund size53.83 Cr · 5th percentile in category
Sortino ratio-0.35 · 6th percentile in category
Expense ratio0.95% · 85th percentile in category
1Y return-0.29% · 28th percentile in category
Top holdings
1.ICICI Bank Ltd9.55%
2.HDFC Bank Ltd6.64%
3.Nestle India Ltd6.21%
4.Bharti Airtel Ltd5.86%
5.Mahindra & Mahindra Ltd4.94%
57 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.