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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	-1.93	-0.93	-0.66	0.88	18.93	-	-	-	13.21
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	5,561.9	1.54	0.7	0.75	1.73	7.88	17.43	-	-	-	17.04
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-2.17	-1.95	-1.85	0.93	11.23	16.72	-	-	14.09
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-3.0	-2.83	-2.9	-0.15	10.8	-	-	-	13.96
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-4.21	-3.9	-3.37	-3.19	9.45	-	-	-	13.28
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-4.35	-4.44	-4.07	-1.3	9.4	24.15	-	-	21.04
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-4.11	-4.19	-4.58	-2.62	7.98	-	-	-	18.27
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-2.2	-2.14	-2.1	-0.44	7.82	-	-	-	13.25
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-2.12	-1.98	-2.09	0.42	7.66	-	-	-	12.24
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-3.44	-3.48	-3.83	-2.18	7.4	18.2	-	-	16.69
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-3.47	-3.58	-4.06	-3.28	7.05	-	-	-	2.41
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.37	0.66	1.56	3.03	6.49	-	-	-	6.48
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.27	0.45	1.39	2.78	6.25	6.79	5.58	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	574.12	1.02	0.06	0.28	1.08	2.36	6.06	6.44	5.48	-	5.2
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-4.15	-5.98	-2.02	-0.65	5.6	-	-	-	1.44
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-4.16	-4.09	-4.77	-4.08	5.11	19.17	-	-	17.43
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-4.9	-5.59	-8.12	-6.22	0.27	-	-	-	14.21
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-3.41	-3.41	-3.75	-3.24	-	-	-	-	2.48
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	-0.54	-0.41	0.68	4.71	-	-	-	-	12.09