73
Multi CapBuy
WhiteOak Capital Multi Cap
WhiteOak · Direct–Growth · rank #3 of 32 by Smart Score
Data updated
Trailing returns
1 Year
5.8%
+7.9% vs index
3 Years
—
5 Years
—
Since launch
19.0%
Year-by-year performance
2024
+30.8%+15.1% vs index
2025
+7.2%-0.5% vs index
2026
+5.2%+8.8% vs index
Why this score
WhiteOak Capital Multi Cap scores 73/100 — #3 of 32 Multi Cap fund (Buy). It stands out for sharpe ratio and alpha — beating 92% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Sharpe ratio0.86 · 92nd percentile in category
Alpha7.12 · 92nd percentile in category
Sortino ratio1.17 · 91st percentile in category
Volatility14.51 · 69th percentile in category
Expense ratio0.92% · 55th percentile in category
1Y return5.85% · 45th percentile in category
Top holdings
1.ICICI Bank Ltd5.29%
2.Bharti Airtel Ltd2.48%
3.Nestle India Ltd2.36%
4.HDFC Bank Ltd2.07%
5.State Bank of India1.77%
205 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.