FundLens
35
Banking & FinancialAvoid

WhiteOak Capital BankIng & FInancial Services

WhiteOak · Direct–Growth · rank #22 / 30 Smart Score ke hisaab se

Data updated

WhiteOak Capital BankIng & FInancial Services ka score 35/100 hai — 30 mein #22 Banking & Financial fund (Avoid). Kamzori: Sharpe ratio (category mein 27th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)
1 saal
3.2%
+3.7% 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
0.3%

Risk metrics

Sharpe ratio
0.39
↑ jitna zyada, utna accha
Sortino ratio
0.54
↑ jitna zyada, utna accha
Std deviation
16.46
↓ jitna kam, utna accha
Alpha
1.79
↑ jitna zyada, utna accha
Beta
0.93
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.