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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	-6.17	1.04	1.84	0.44	26.45	-	-	-	22.2
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	359.81	2.39	5.34	4.8	10.71	4.21	17.55	-	-	-	16.07
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	1,672.26	1.78	5.46	2.91	5.85	6.39	16.31	-	-	-	17.33
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	341.11	2.34	-4.52	3.0	2.66	-2.01	13.19	-	-	-	21.29
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,387.66	2.12	1.04	2.89	4.05	2.06	12.0	-	-	-	16.15
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,562.48	2.1	-5.26	3.42	2.49	-2.75	11.92	-	-	-	22.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	2,744.56	1.96	-8.77	3.19	1.52	-5.09	11.85	-	-	-	22.96
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	4,399.54	1.88	-3.47	3.42	3.42	-1.93	11.45	-	-	-	19.59
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	776.97	2.28	-0.33	3.44	4.68	-1.11	10.87	-	-	-	16.03
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,520.01	2.13	-4.08	3.33	3.63	-2.82	10.24	-	-	-	15.7
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	167.66	2.11	0.1	2.5	3.35	0.63	9.76	-	-	-	15.51
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	388.09	0.3	2.36	0.62	1.8	3.57	7.19	6.65	5.17	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	395.21	1.02	2.44	0.72	1.93	3.57	7.03	6.2	5.15	-	5.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	780	2.3	-4.43	3.5	4.35	-0.36	-	-	-	-	15.32
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	374	1.13	2.56	0.61	1.87	3.63	-	-	-	-	4.4
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	292	2.37	-12.88	2.64	-4.31	-3.77	-	-	-	-	-7.51
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	60	2.32	-0.83	3.6	4.23	-	-	-	-	-	0.83
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	363	2.35	-	2.94	-	-	-	-	-	-	1.44
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.04	-	1.82	-	-	-	-	-	-	3.69