36
Banking & FinancialAvoid
WhiteOak Capital BankIng & FInancial Services
WhiteOak · Direct–Growth · rank #23 of 31 by Smart Score
Data updated
Trailing returns
1 Year
3.1%
+1.7% vs index
3 Years
—
5 Years
—
Since launch
11.8%
Year-by-year performance
2025
+16.1%-1.8% vs index
2026
-0.4%+4.6% vs index
Why this score
WhiteOak Capital BankIng & FInancial Services scores 36/100 — #23 of 31 Banking & Financial fund (Avoid). The main drag is its sharpe ratio (better than only 29% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Sharpe ratio0.33 · 29th percentile in category
Alpha1.49 · 19th percentile in category
Sortino ratio0.45 · 28th percentile in category
Volatility16.17 · 35th percentile in category
Expense ratio1.06% · 60th percentile in category
1Y return3.13% · 38th percentile in category
Top holdings
1.ICICI Bank Ltd12.94%
2.HDFC Bank Ltd7.96%
3.Kotak Mahindra Bank Ltd6.46%
4.Axis Bank Ltd5.05%
5.State Bank of India3.82%
56 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.