Banking & FinancialAvoid

WhiteOak Capital BankIng & FInancial Services

WhiteOak · Direct–Growth · rank #23 / 31 Smart Score ke hisaab se

Data updated 07 Sept 2026

WhiteOak Capital BankIng & FInancial Services ka score 33/100 hai — 31 mein #23 Banking & Financial fund (Avoid). Kamzori: Sharpe ratio (category mein 23th percentile).

Trailing returns

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

1 saal

8.7%

+2.2% index ke muqable

3 saal

—

5 saal

—

Launch se

12.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

16.1%

2026

1.8%

Risk metrics

Sharpe ratio

0.40

↑ jitna zyada, utna accha

Sortino ratio

0.55

↑ jitna zyada, utna accha

Std deviation

16.20

↓ jitna kam, utna accha

Alpha

1.75

↑ jitna zyada, utna accha

Beta

0.93

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Fin Services

3 saal 19.3%

SBI BankIng And FIn Services

3 saal 16.7%

DSP BankIng & FInancial Services

3 saal —

Quant BFSI

3 saal 22.6%

Research aur education ke liye — investment advice nahi.

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