61
Large & Mid CapHold
Whiteoak Capital Large & Mid Cap
WhiteOak · Direct–Growth · rank #9 of 36 by Smart Score
Data updated
Trailing returns
1 Year
3.7%
+3.4% vs index
3 Years
—
5 Years
—
Since launch
13.7%
Year-by-year performance
2024
+27.6%+9.1% vs index
2025
+8.3%-0.1% vs index
2026
+1.7%+3.6% vs index
Why this score
Whiteoak Capital Large & Mid Cap scores 61/100 — #9 of 36 Large & Mid Cap fund (Hold). It stands out for alpha and volatility — beating 74% of peers on alpha. The main drag is its fund size (better than only 38% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Alpha3.07 · 74th percentile in category
Volatility14.48 · 68th percentile in category
Sortino ratio0.68 · 68th percentile in category
Expense ratio0.90% · 62nd percentile in category
Fund size2524.36 Cr · 38th percentile in category
Sharpe ratio0.50 · 56th percentile in category
Top holdings
1.ICICI Bank Ltd6.87%
2.Nestle India Ltd3.44%
3.Bharti Airtel Ltd2.65%
4.HDFC Bank Ltd2.56%
5.State Bank of India2.31%
126 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.