ESGAvoid

WhiteOak Capital ESG Best In Class Strategy

WhiteOak · Direct–Growth · rank #7 / 10 Smart Score ke hisaab se

Data updated 24 Jul 2026

WhiteOak Capital ESG Best In Class Strategy ka score 38/100 hai — 10 mein #7 ESG fund (Avoid). Mazbooti: utaar-chadhaav (category mein 83th percentile) aur expense ratio (category mein 85th percentile). Kamzori: Sharpe ratio (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)

1 saal

-4.5%

-3.5% index ke muqable

3 saal

—

5 saal

—

Launch se

2.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

6.7%

2026

-4.6%

Risk metrics

Sharpe ratio

-0.32

↑ jitna zyada, utna accha

Sortino ratio

-0.43

↑ jitna zyada, utna accha

Std deviation

13.62

↓ jitna kam, utna accha

Alpha

-0.96

↑ jitna zyada, utna accha

Beta

0.89

≈1 yaani market ke saath

Isi category ke aur funds

ICICI Pru ESG Exclusionary Strategy

3 saal 13.7%

Quant ESG InteGration Strategy

3 saal 18.6%

ABSL ESG InteGration Strategy

3 saal 11.9%

Kotak ESG Exclusionary Strategy

3 saal 10.6%

Research aur education ke liye — investment advice nahi.

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