FundLens
77
Large CapBuy

WhiteOak Capital Large Cap

WhiteOak · Direct–Growth · rank #4 / 35 Smart Score ke hisaab se

Data updated

WhiteOak Capital Large Cap ka score 77/100 hai — 35 mein #4 Large Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 92th percentile) aur Sharpe ratio (category mein 95th percentile). Kamzori: fund size (category mein 33th percentile).

Trailing returns

index ke muqable: Nifty 50 (index-fund proxy)
1 saal
-0.3%
+4.2% index ke muqable
3 saal
14.1%
+6.5% 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
-3.2%

Risk metrics

Sharpe ratio
0.70
↑ jitna zyada, utna accha
Sortino ratio
0.80
↑ jitna zyada, utna accha
Std deviation
13.61
↓ jitna kam, utna accha
Alpha
3.35
↑ jitna zyada, utna accha
Beta
0.91
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.