ESGAvoid

WhiteOak Capital ESG Best In Class Strategy

WhiteOak · Direct–Growth · rank #8 / 10 Smart Score ke hisaab se

Data updated 07 Sept 2026

WhiteOak Capital ESG Best In Class Strategy ka score 42/100 hai — 10 mein #8 ESG fund (Avoid). Mazbooti: utaar-chadhaav (category mein 94th 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

-1.1%

-3.8% index ke muqable

3 saal

—

5 saal

—

Launch se

2.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

6.7%

2026

-3.2%

Risk metrics

Sharpe ratio

-0.27

↑ jitna zyada, utna accha

Sortino ratio

-0.37

↑ jitna zyada, utna accha

Std deviation

13.28

↓ jitna kam, utna accha

Alpha

-0.80

↑ jitna zyada, utna accha

Beta

0.89

≈1 yaani market ke saath

Isi category ke aur funds

ICICI Pru ESG Exclusionary Strategy

3 saal 12.3%

Quant ESG InteGration Strategy

3 saal 18.0%

Baroda BNP Paribas BestInClass Strategy

3 saal —

ABSL ESG InteGration Strategy

3 saal 11.4%

Research aur education ke liye — investment advice nahi.

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