Ranked On: 27 February 2026
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Whiteoak Capital Liquid … | 26 | |
6.13% | 6.78% | 5.67% | 5.40% | % | 6.24% | 6.88% | 5.77% | 5.50% | % | 0.20% | 0.00% | 0.00% | 1.09% | 0.06 | 7.29 | 5.01 |
| Whiteoak Capital Ultra S… | 20 | |
5.93% | 6.43% | 5.42% | % | % | 6.49% | 7.02% | 6.03% | % | % | 0.30% | 0.00% | 0.00% | 0.61% | 0.11 | 1.21 | 2.30 |
| Whiteoak Capital Elss Ta… | 10 | |
3.46% | 17.97% | % | % | % | 5.20% | 19.95% | % | % | % | 12.66% | -14.11% | -15.05% | 2.86% | 0.94 | 0.53 | 1.08 |
| Whiteoak Capital Flexi C… | 10 | |
5.56% | 17.33% | % | % | % | 6.94% | 19.02% | % | % | % | 12.30% | -15.03% | -16.25% | 2.24% | 0.92 | 0.51 | 1.05 |
| Whiteoak Capital Large C… | 6 | |
5.73% | 15.66% | % | % | % | 7.44% | 17.60% | % | % | % | 11.34% | -14.46% | -14.16% | 2.34% | 0.93 | 0.50 | 1.00 |
| Whiteoak Capital Mid Cap… | 4 | |
14.16% | 23.83% | % | % | % | 15.75% | 25.73% | % | % | % | 15.30% | -17.09% | -17.01% | 2.32% | 0.93 | 0.61 | 1.25 |
| Whiteoak Capital Balance… | 13 | |
4.98% | 11.76% | % | % | % | 6.54% | 13.54% | % | % | % | 6.99% | -7.39% | -8.11% | 1.88% | 1.05 | 0.50 | 1.02 |
Return Calculated On: 13 March 2026
Ratios Calculated On: 27 February 2026
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| WhiteOak Capital Mutual Fund | None | Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg |
022-69187607 None |
WhiteOak Capital Mutual Fund |