78
Large CapStrong Buy
WhiteOak Capital Large Cap
WhiteOak · Direct–Growth · rank #2 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-2.2%
+5.2% vs index
3 Years
12.5%
+6.4% vs index
5 Years
—
Since launch
12.5%
Year-by-year performance
2023
+25.4%+4.3% vs index
2024
+23.0%+13.2% vs index
2025
+9.5%-2.2% vs index
2026
-3.9%+6.0% vs index
Why this score
WhiteOak Capital Large Cap scores 78/100 — #2 of 35 Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 92% of peers on 3y return. The main drag is its fund size (better than only 33% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return12.46% · 92nd percentile in category
Sharpe ratio0.73 · 98th percentile in category
Sortino ratio0.61 · 95th percentile in category
Alpha3.89 · 95th percentile in category
Expense ratio0.94% · 71st percentile in category
Fund size1275.81 Cr · 33rd percentile in category
Top holdings
1.ICICI Bank Ltd10.01%
2.HDFC Bank Ltd5.99%
3.Bharti Airtel Ltd5.16%
4.Nestle India Ltd4.76%
5.State Bank of India3.51%
71 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.