FundLens
77
Mid CapBuy

WhiteOak Capital Mid Cap

WhiteOak · Direct–Growth · rank #2 / 33 Smart Score ke hisaab se

Data updated

WhiteOak Capital Mid Cap ka score 77/100 hai — 33 mein #2 Mid Cap fund (Buy). Mazbooti: 3 saal ka return (category mein 92th percentile) aur Sharpe ratio (category mein 95th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
11.6%
+7.7% index ke muqable
3 saal
23.6%
+5.0% index ke muqable
5 saal
Launch se
23.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
44.0%
2024
35.5%
2025
6.7%
2026
7.5%

Risk metrics

Sharpe ratio
1.12
↑ jitna zyada, utna accha
Sortino ratio
1.47
↑ jitna zyada, utna accha
Std deviation
17.25
↓ jitna kam, utna accha
Alpha
4.34
↑ jitna zyada, utna accha
Beta
0.89
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.