42
ESGAvoid
WhiteOak Capital ESG Best In Class Strategy
WhiteOak · Direct–Growth · rank #7 of 10 by Smart Score
Data updated
Trailing returns
1 Year
-5.5%
-3.4% vs index
3 Years
—
5 Years
—
Since launch
1.6%
Year-by-year performance
2025
+6.7%-0.9% vs index
2026
-5.3%-1.7% vs index
Why this score
WhiteOak Capital ESG Best In Class Strategy scores 42/100 — #7 of 10 ESG fund (Avoid). It stands out for volatility and expense ratio — beating 94% of peers on volatility. The main drag is its sharpe ratio (better than only 6% of peers).
Each bar shows the fund's percentile vs ESG peers — a longer bar beats more of the category.
Sharpe ratio-0.37 · 6th percentile in category
Volatility13.24 · 94th percentile in category
Fund size51.61 Cr · 5th percentile in category
Sortino ratio-0.50 · 6th percentile in category
Expense ratio0.99% · 85th percentile in category
1Y return-5.50% · 28th percentile in category
Top holdings
1.ICICI Bank Ltd9.94%
2.Nestle India Ltd6.42%
3.HDFC Bank Ltd5.97%
4.Bharti Airtel Ltd5.62%
5.Mahindra & Mahindra Ltd4.78%
54 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.