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AMC

Select AMC 5 Largest Fund Houses 10 Largest Fund Houses 15 Largest Fund Houses 360 ONE Mutual Fund Aditya Birla Sun Life Mutual Fund Angel One Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin Templeton Mutual Fund Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund Indiabulls Mutual Fund Invesco Mutual Fund ITI Mutual Fund Jio BlackRock Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Navi Mutual Fund Nippon India Mutual Fund NJ Mutual Fund Old Bridge Mutual Fund PGIM India Mutual Fund PPFAS Mutual Fund Quant Mutual Fund Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund UTI Mutual Fund WhiteOak Capital Mutual Fund Zerodha Mutual Fund

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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 Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	3,942.58	1.59	13.91	2.21	4.42	12.23	15.2	-	-	-	17.59
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	483.64	2.38	10.33	1.28	-0.21	13.85	10.92	-	-	-	14.65
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	442.67	2.38	2.26	-0.05	3.34	16.64	7.65	-	-	-	21.91
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	531.12	1.03	5.17	0.48	1.29	3.04	6.68	6.59	5.37	-	5.24
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	577.1	0.31	5.05	0.47	1.38	2.94	6.65	6.86	5.43	-	5.41
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	665.18	1.12	5.09	0.42	1.28	2.86	6.55	-	-	-	6.43
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,186.55	2.12	3.95	-0.08	-0.24	18.89	5.62	-	-	-	18.3
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,897.02	2.02	5.6	0.63	0.59	10.25	5.41	-	-	-	15.15
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	225.13	2.13	5.42	0.96	1.7	10.24	4.47	-	-	-	14.73
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,405.4	1.96	4.41	0.54	1.27	19.93	4.23	-	-	-	22.87
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	3,731.43	1.86	2.72	0.54	1.86	23.56	4.2	24.69	-	-	23.99
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,840.29	2.03	4.3	0.93	1.2	18.42	3.3	-	-	-	16.88
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,046.93	2.17	5.46	1.1	0.87	14.45	2.56	-	-	-	15.61
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	6,003.13	1.79	3.31	0.66	0.41	16.33	2.39	19.06	-	-	19.12
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	414.27	2.33	2.11	0.14	-0.5	15.61	1.93	-	-	-	20.5
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	367.05	2.39	-2.35	-0.9	0.94	24.42	-	-	-	-	3.66
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.37	2.34	3.75	-0.3	-0.87	13.5	-	-	-	-	5.5
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	608.38	2.34	-	-1.07	-1.03	10.35	-	-	-	-	4.72
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	155.21	2.04	-	1.31	3.83	9.56	-	-	-	-	10.54