68
Flexi CapBuy
WhiteOak Capital Flexi Cap
WhiteOak · Direct–Growth · rank #10 of 48 by Smart Score
Data updated
Trailing returns
1 Year
2.3%
+4.4% vs index
3 Years
14.3%
+4.4% vs index
5 Years
—
Since launch
16.7%
Year-by-year performance
2023
+33.3%+6.8% vs index
2024
+25.5%+9.8% vs index
2025
+6.0%-1.6% vs index
2026
+1.6%+5.3% vs index
Why this score
WhiteOak Capital Flexi Cap scores 68/100 — #10 of 48 Flexi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 69% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return14.25% · 69th percentile in category
Sharpe ratio0.77 · 77th percentile in category
Expense ratio0.84% · 71st percentile in category
Sortino ratio0.77 · 72nd percentile in category
Fund size9594.96 Cr · 72nd percentile in category
Alpha3.61 · 67th percentile in category
Top holdings
1.ICICI Bank Ltd8.74%
2.Bharti Airtel Ltd4.54%
3.Nestle India Ltd3.81%
4.HDFC Bank Ltd3.61%
5.State Bank of India2.82%
166 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.