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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	-0.28	0.23	3.17	3.28	19.38	-	-	-	14.34
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	5,561.9	1.54	0.85	0.94	3.1	8.26	18.7	-	-	-	17.24
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-0.28	-0.42	2.39	3.56	11.84	17.45	-	-	14.89
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-1.11	-0.99	1.39	1.13	11.78	-	-	-	15.72
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-0.75	-0.71	1.29	3.21	11.74	-	-	-	15.38
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-1.34	-1.4	0.58	3.13	11.2	25.26	-	-	22.29
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-1.06	-1.26	0.47	1.71	10.35	-	-	-	20.05
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-0.59	-0.99	1.25	1.76	9.12	19.29	-	-	17.78
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-0.57	-0.49	0.98	1.73	8.94	-	-	-	13.99
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-0.59	-0.52	0.76	2.55	8.67	-	-	-	13.14
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-1.08	-1.8	0.51	0.06	8.0	-	-	-	4.54
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-1.02	-1.34	0.62	0.13	7.45	20.41	-	-	18.71
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.24	0.62	1.52	3.01	6.55	-	-	-	6.47
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.2	0.47	1.4	2.8	6.3	6.8	5.57	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	574.12	1.02	0.03	0.31	1.13	2.43	6.17	6.47	5.48	-	5.21
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-1.98	-3.07	1.51	2.17	5.12	-	-	-	3.29
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-0.3	-1.6	-1.84	-0.62	4.32	-	-	-	17.19
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-1.1	-1.23	0.79	0.07	-	-	-	-	4.93
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	0.12	0.18	2.14	6.19	-	-	-	-	12.83