FundLens
32
TechnologyAvoid

WhiteOak Capital Digital Bharat

WhiteOak · Direct–Growth · rank #11 of 13 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-3.1%
-1.0% vs index
3 Years
5 Years
Since launch
2.3%

Year-by-year performance

last entry = YTD
2025
+1.8%
2026
-3.8%

Why this score

WhiteOak Capital Digital Bharat scores 32/100 — #11 of 13 Technology fund (Avoid). It stands out for volatility — beating 63% of peers on volatility. The main drag is its sharpe ratio (better than only 21% of peers).

Each bar shows the fund's percentile vs Technology peers — a longer bar beats more of the category.

Sharpe ratio-0.22 · 21st percentile in category
Expense ratio1.54% · 12th percentile in category
Sortino ratio-0.31 · 21st percentile in category
Fund size520.83 Cr · 27th percentile in category
Alpha2.73 · 29th percentile in category
Volatility19.06 · 63rd percentile in category

Top holdings

top 5 = 40.6% of portfolio
1.Bharti Airtel Ltd16.73%
2.Zomato Ltd7.6%
3.Tech Mahindra Ltd Futures5.98%
4.Coforge Ltd5.49%
5.PB Fintech Ltd4.81%

37 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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