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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 Pharma and Healthcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	303.62	2.37	-6.82	-0.98	-1.04	0.84	26.95	-	-	-	21.72
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	359.81	2.39	4.52	4.07	11.98	6.29	17.91	-	-	-	15.49
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	1,672.26	1.78	5.66	3.41	5.61	6.55	17.03	-	-	-	17.56
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	341.11	2.34	-5.36	1.82	1.47	-1.47	13.13	-	-	-	20.97
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,387.66	2.12	0.4	2.16	3.54	2.2	11.79	-	-	-	15.9
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,562.48	2.1	-6.36	1.88	0.88	-2.35	11.5	-	-	-	21.8
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	2,744.56	1.96	-10.21	0.86	-1.27	-5.05	11.28	-	-	-	22.33
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	4,399.54	1.88	-4.46	2.2	2.25	-1.72	11.15	-	-	-	19.22
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	776.97	2.28	-1.42	2.2	4.02	-0.66	10.29	-	-	-	15.58
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	167.66	2.11	-0.47	1.95	2.85	0.81	9.63	-	-	-	15.18
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,520.01	2.13	-5.43	1.47	1.82	-2.56	9.46	-	-	-	14.6
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	388.09	0.3	2.3	0.69	1.85	3.58	7.2	6.64	5.15	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	395.21	1.02	2.38	0.85	1.97	3.58	7.04	6.2	5.13	-	5.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	780	2.3	-5.29	2.44	3.02	0.29	-	-	-	-	14.28
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	374	1.13	2.6	0.88	1.98	3.73	-	-	-	-	4.44
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	292	2.37	-14.15	0.3	-6.79	-4.75	-	-	-	-	-8.86
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	60	2.32	-1.83	2.56	3.54	-	-	-	-	-	-0.18
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	363	2.35	-	1.85	-	-	-	-	-	-	0.67
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.04	-	1.79	-	-	-	-	-	-	3.37