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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	32.05	2.38	-4.36	2.33	7.68	-2.3	28.64	-	-	-	22.04
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	39.36	2.38	9.09	5.32	17.16	6.87	22.76	-	-	-	17.79
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	84.64	2.19	2.28	7.9	16.01	0.76	21.9	-	-	-	23.34
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	291.63	1.88	-0.94	9.51	15.13	-2.12	17.97	-	-	-	25.72
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	192.52	1.73	7.92	2.03	7.65	7.31	17.83	-	-	-	17.7
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	172.86	2.01	0.99	7.62	13.91	-1.72	17.22	-	-	-	25.64
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	35.98	2.33	0.79	6.31	12.86	-2.08	17.07	-	-	-	22.86
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	468.36	1.82	1.24	5.62	12.78	-1.53	15.41	-	-	-	20.81
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	159.43	2.04	1.66	6.49	14.18	-0.96	13.91	-	-	-	19.18
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	147.82	2.06	3.77	2.93	8.92	2.06	13.15	-	-	-	16.71
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	87.18	2.2	3.22	3.87	11.95	-0.87	12.39	-	-	-	16.94
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	17.64	2.14	2.82	2.88	8.13	1.01	11.28	-	-	-	16.36
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	45.67	1.02	3.27	0.7	2.13	3.7	7.18	6.45	5.27	-	5.23
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	38.2	0.31	3.07	0.57	1.82	3.55	7.15	6.77	5.24	-	5.4
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	41.79	1.12	3.14	0.45	1.69	3.64	-	-	-	-	4.99
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	30.89	2.37	-3.86	10.72	14.68	-3.25	-	-	-	-	2.06
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.22	2.35	3.12	4.04	12.25	0.26	-	-	-	-	4.85
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	41.32	2.36	-	3.32	8.63	-	-	-	-	-	4.42
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	5.26	2.05	-	1.71	-	-	-	-	-	-	5.43