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AMC

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					Return (%)
Scheme Name	Category	Launch Date	AUM (Crore)	Expense Ratio (%)	YTD	1 Mon	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs	Since Launch	Action
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	5,561.9	1.54	2.27	2.37	4.04	9.27	19.06	-	-	-	17.53
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	568.69	2.35	-3.23	-4.15	-1.75	2.84	15.63	-	-	-	12.22
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-4.75	-5.53	-4.71	1.31	10.19	24.56	-	-	20.67
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-3.61	-4.52	-3.07	1.61	9.81	-	-	-	13.39
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-4.33	-5.39	-3.95	-0.76	9.53	-	-	-	12.92
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-2.92	-3.92	-1.87	2.27	8.69	17.31	-	-	13.66
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-4.52	-5.44	-5.12	-0.34	8.04	-	-	-	17.78
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-2.31	-2.9	-1.96	1.5	7.06	-	-	-	11.95
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-2.53	-3.14	-2.08	0.49	6.77	-	-	-	12.96
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-3.97	-4.98	-4.25	-0.06	6.68	18.75	-	-	16.34
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.58	0.6	1.68	2.9	6.43	-	-	-	6.48
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.47	0.44	1.4	2.82	6.23	6.79	5.6	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	574.12	1.02	0.25	0.23	1.11	2.39	6.07	6.44	5.5	-	5.21
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-4.69	-5.67	-5.14	-1.77	4.9	19.64	-	-	17.04
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-4.46	-5.43	-4.23	-1.89	4.31	-	-	-	1.51
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-5.65	-6.0	-5.72	0.35	3.92	-	-	-	0.18
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-5.46	-6.4	-7.88	-6.32	0.92	-	-	-	13.62
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-4.66	-5.46	-4.25	-1.71	0.23	-	-	-	1.15
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	-0.47	-0.83	0.96	4.54	-	-	-	-	12.17