Ranked On: 30 March 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 … | 25 | |
6.11% | 6.77% | 5.93% | 5.37% | % | 6.22% | 6.88% | 6.04% | 5.47% | % | 0.20% | 0.00% | 0.00% | 0.97% | 0.06 | 5.74 | 4.39 |
| Whiteoak Capital Ultra S… | 20 | |
5.61% | 6.44% | 5.70% | 5.28% | % | 6.17% | 7.03% | 6.32% | 5.87% | % | 0.31% | 0.00% | 0.00% | 0.46% | 0.11 | 0.88 | 1.74 |
| Whiteoak Capital Elss Ta… | 11 | |
0.90% | 16.73% | % | % | % | 2.59% | 18.67% | % | % | % | 14.26% | -16.16% | -22.80% | 3.48% | 0.93 | 0.31 | 0.69 |
| Whiteoak Capital Flexi C… | 8 | |
2.86% | 15.85% | % | % | % | 4.19% | 17.47% | % | % | % | 13.84% | -15.03% | -21.46% | 2.97% | 0.91 | 0.30 | 0.67 |
| Whiteoak Capital Large C… | 4 | |
0.02% | 13.34% | % | % | % | 1.62% | 15.22% | % | % | % | 13.17% | -14.46% | -18.58% | 2.84% | 0.92 | 0.26 | 0.56 |
| Whiteoak Capital Mid Cap… | 2 | |
11.20% | 23.17% | % | % | % | 12.68% | 25.00% | % | % | % | 16.40% | -17.09% | -30.66% | 3.61% | 0.91 | 0.45 | 0.97 |
| Whiteoak Capital Balance… | 12 | |
1.78% | 10.98% | % | % | % | 3.26% | 12.72% | % | % | % | 8.42% | -9.85% | -9.83% | 1.84% | 1.08 | 0.22 | 0.52 |
Return Calculated On: 07 July 2026
Ratios Calculated On: 30 March 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 |