Banking & FinancialAvoid

WhiteOak Capital BankIng & FInancial Services

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

Data updated 22 Oct 2026

WhiteOak Capital BankIng & FInancial Services ka score 38/100 hai — 31 mein #23 Banking & Financial fund (Avoid). Mazbooti: utaar-chadhaav (category mein 60th percentile). Kamzori: Sharpe ratio (category mein 19th percentile).

Trailing returns

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

1 saal

-4.0%

+1.0% index ke muqable

3 saal

—

5 saal

—

Launch se

9.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

16.1%

2026

-5.5%

Risk metrics

Sharpe ratio

0.17

↑ jitna zyada, utna accha

Sortino ratio

0.23

↑ jitna zyada, utna accha

Std deviation

16.21

↓ jitna kam, utna accha

Alpha

0.14

↑ jitna zyada, utna accha

Beta

0.94

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Fin Services

3 saal 14.9%

SBI BankIng And FIn Services

3 saal 14.3%

Quant BFSI

3 saal 18.5%

DSP BankIng & FInancial Services

3 saal —

Research aur education ke liye — investment advice nahi.

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