78
Mid CapStrong Buy
WhiteOak Capital Mid Cap
WhiteOak · Direct–Growth · rank #2 of 34 by Smart Score
Data updated
Trailing returns
1 Year
13.0%
+8.0% vs index
3 Years
22.0%
+6.9% vs index
5 Years
—
Since launch
23.3%
Year-by-year performance
2023
+44.0%-0.3% vs index
2024
+35.5%+11.3% vs index
2025
+6.7%+0.9% vs index
2026
+10.8%+7.6% vs index
Why this score
WhiteOak Capital Mid Cap scores 78/100 — #2 of 34 Mid Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 92% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return22.03% · 92nd percentile in category
Sharpe ratio1.03 · 95th percentile in category
Sortino ratio1.34 · 92nd percentile in category
Alpha5.71 · 89th percentile in category
1Y return12.98% · 89th percentile in category
Volatility16.94 · 53rd percentile in category
Top holdings
1.Max Financial Services Ltd3.11%
2.Coforge Ltd2.91%
3.Bharti Hexacom Ltd.2.72%
4.The Federal Bank Ltd2.66%
5.PB Fintech Ltd2.63%
145 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.