ESGAvoid

WhiteOak Capital ESG Best In Class Strategy

WhiteOak · Direct–Growth · rank #7 of 10 by Smart Score

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

-2.2%

-2.7% vs index

3 Years

—

5 Years

—

Since launch

2.8%

Year-by-year performance

last entry = YTD

2025

+6.7%-0.9% vs index

2026

-3.6%-1.9% vs index

Why this score

WhiteOak Capital ESG Best In Class Strategy scores 39/100 — #7 of 10 ESG fund (Avoid). It stands out for volatility and expense ratio — beating 83% 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-0.27 · 6th percentile in category

Fund size54.46 Cr · 5th percentile in category

Sortino ratio-0.37 · 6th percentile in category

Volatility13.66 · 83rd percentile in category

Expense ratio1.03% · 85th percentile in category

1Y return-2.18% · 39th percentile in category

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