Large CapStrong Buy

WhiteOak Capital Large Cap

WhiteOak · Direct–Growth · rank #2 / 35 Smart Score ke hisaab se

Data updated 07 Sept 2026

WhiteOak Capital Large Cap ka score 79/100 hai — 35 mein #2 Large Cap fund (Strong Buy). Mazbooti: 3 saal ka return (category mein 95th percentile) aur Sharpe ratio (category mein 98th percentile). Kamzori: fund size (category mein 33th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)

1 saal

3.0%

+5.5% index ke muqable

3 saal

14.3%

+6.3% index ke muqable

5 saal

—

Launch se

13.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2023

25.4%

2024

23.0%

2025

9.5%

2026

-1.7%

Risk metrics

Sharpe ratio

0.71

↑ jitna zyada, utna accha

Sortino ratio

0.80

↑ jitna zyada, utna accha

Std deviation

13.54

↓ jitna kam, utna accha

Alpha

3.87

↑ jitna zyada, utna accha

Beta

0.91

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Large Cap

3 saal 14.9%

Nippon India Large Cap

3 saal 11.8%

Bandhan Large Cap

3 saal 13.9%

Baroda BNP Paribas Large Cap

3 saal 12.7%

Research aur education ke liye — investment advice nahi.

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