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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	5,047.19	1.55	16.62	0.69	3.69	7.64	16.12	-	-	-	17.27
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	544.79	2.36	12.19	-1.29	1.3	3.71	10.15	-	-	-	14.09
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	817.46	1.11	6.31	0.42	1.51	2.84	6.58	-	-	-	6.41
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	559.43	0.31	6.15	0.45	1.39	2.8	6.42	6.82	5.53	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	584.73	1.02	6.12	0.35	1.27	2.64	6.37	6.54	5.46	-	5.23
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,090.1	2.01	6.43	-0.87	0.36	3.08	5.33	-	-	-	14.39
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	261.95	2.13	6.01	-1.04	0.39	3.63	4.73	-	-	-	13.65
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,140.42	2.14	6.83	-0.74	0.51	4.41	4.16	16.28	-	-	15.06
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,043.38	2.02	5.58	-1.55	0.52	4.65	3.6	-	-	-	15.86
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,338.47	1.85	4.1	-2.58	0.53	5.18	2.55	24.63	-	-	22.97
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,842.8	1.92	4.73	-2.73	-0.58	4.16	2.54	-	-	-	20.92
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,358.32	2.09	4.88	-2.46	-0.72	2.92	2.43	-	-	-	16.55
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	501.35	2.38	-0.38	-3.11	-3.33	3.68	2.08	-	-	-	17.82
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	70.78	2.34	4.3	-1.68	-1.23	1.73	1.94	-	-	-	5.33
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	6,857.02	1.77	3.89	-2.21	-0.44	3.43	1.63	18.54	-	-	18.15
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	451.17	2.33	2.32	-2.69	-1.16	2.31	0.08	19.66	-	-	19.24
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	666.61	2.32	-	-1.41	-1.37	1.35	-	-	-	-	5.33
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	196.22	2.04	-	0.02	1.86	6.6	-	-	-	-	12.3
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	437.68	2.39	0.77	-0.1	0.92	4.45	-1.57	-	-	-	5.89