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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 Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	568.69	2.35	-0.18	0.81	0.41	4.83	19.69	-	-	-	14.08
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	5,561.9	1.54	1.46	1.01	3.34	8.7	19.08	-	-	-	17.22
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-3.49	-2.83	-3.94	1.54	12.97	25.79	-	-	21.21
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-2.21	-1.54	-2.53	1.95	12.64	-	-	-	14.25
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-2.98	-2.18	-3.1	-0.47	12.32	-	-	-	13.98
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-1.72	-1.05	-1.79	2.5	11.19	18.03	-	-	14.15
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-3.56	-2.87	-4.75	-0.37	10.16	-	-	-	18.37
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-3.06	-2.4	-4.05	-0.27	8.69	19.51	-	-	16.71
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-1.77	-1.36	-1.9	0.73	8.23	-	-	-	13.31
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-1.68	-1.26	-1.83	1.86	8.2	-	-	-	12.33
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-3.77	-3.13	-4.86	-1.98	6.8	20.49	-	-	17.45
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.46	0.55	1.6	3.0	6.39	-	-	-	6.44
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-3.58	-3.05	-4.41	-1.93	6.29	-	-	-	2.27
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.4	0.45	1.39	2.79	6.23	6.79	5.59	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	574.12	1.02	0.16	0.21	1.05	2.35	6.02	6.43	5.48	-	5.2
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-4.86	-5.24	-5.78	0.02	4.57	-	-	-	0.83
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-5.85	-5.39	-8.86	-9.51	2.29	-	-	-	13.46
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-4.57	-3.99	-5.09	-2.55	-	-	-	-	1.26
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	-0.27	-0.01	0.84	4.74	-	-	-	-	12.4