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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	-1.58	-1.08	-0.63	2.47	21.23	-	-	-	13.3
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	5,561.9	1.54	0.71	0.35	2.28	6.97	17.55	-	-	-	16.99
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-4.19	-4.18	-4.17	-2.17	13.34	-	-	-	13.16
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-4.99	-4.78	-5.25	0.03	13.1	25.19	-	-	20.68
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-3.6	-3.31	-3.78	0.39	12.9	-	-	-	13.5
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-2.77	-2.56	-2.61	1.01	12.17	17.64	-	-	13.79
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-4.65	-4.55	-5.61	-1.64	11.1	-	-	-	17.85
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-4.09	-4.07	-4.93	-1.71	9.69	19.12	-	-	16.38
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-2.52	-2.4	-2.56	-0.11	8.7	-	-	-	13.05
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-2.36	-2.24	-2.44	0.89	8.6	-	-	-	12.02
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-4.1	-4.1	-4.86	-3.02	7.96	-	-	-	1.83
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-4.88	-4.78	-5.9	-3.45	7.83	20.06	-	-	17.06
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-5.57	-6.6	-6.06	-0.78	6.56	-	-	-	0.25
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.37	0.5	1.52	2.88	6.37	-	-	-	6.4
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.37	0.47	1.39	2.79	6.24	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	0.17	0.26	1.1	2.42	6.07	6.45	5.49	-	5.21
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-5.11	-5.39	-7.56	-7.77	3.8	-	-	-	13.96
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-4.22	-4.23	-4.63	-2.59	-	-	-	-	1.62
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	-0.69	-0.66	0.48	4.73	-	-	-	-	11.92