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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	320.45	2.38	-6.62	1.85	4.54	0.44	25.95	-	-	-	20.85
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	393.55	2.38	6.41	4.29	13.38	10.6	20.91	-	-	-	16.37
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	1,925.23	1.76	6.63	2.96	5.8	9.0	16.68	-	-	-	17.55
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	359.81	2.33	-1.28	6.32	10.16	3.21	15.89	-	-	-	22.44
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	2,916.28	1.9	-4.77	8.52	11.71	1.21	15.24	-	-	-	24.5
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,728.64	2.03	-1.83	6.99	10.83	2.88	15.1	-	-	-	24.49
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	4,683.59	1.83	-0.41	6.7	10.3	3.79	14.55	-	-	-	20.57
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,478.18	2.07	3.09	4.33	7.7	5.57	13.51	-	-	-	16.83
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,594.27	2.05	-0.64	7.66	11.0	3.64	13.23	-	-	-	18.09
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	871.83	2.23	2.3	6.3	9.67	4.74	13.09	-	-	-	16.94
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	176.41	2.14	2.08	3.95	7.05	4.19	11.43	-	-	-	16.47
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	381.96	0.31	2.66	0.5	1.73	3.55	7.16	6.71	5.19	-	5.38
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	456.73	1.02	2.74	0.53	1.92	3.57	7.03	6.33	5.18	-	5.19
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	846.37	2.24	-1.13	6.88	11.7	5.87	-	-	-	-	19.29
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	417.92	1.12	2.71	0.37	1.66	3.46	-	-	-	-	4.55
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	308.9	2.37	-7.15	11.89	6.01	2.46	-	-	-	-	-1.43
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	62.21	2.35	1.89	6.63	9.37	5.49	-	-	-	-	3.6
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	413.16	2.36	-	5.59	6.76	-	-	-	-	-	3.98
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	52.63	2.05	-	2.21	-	-	-	-	-	-	4.68