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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	30.36	2.37	-10.39	1.78	-7.67	-6.79	21.69	-	-	-	18.5
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	167.23	1.78	2.7	2.42	2.67	3.54	13.45	-	-	-	16.15
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	35.98	2.39	-1.42	5.69	2.84	-0.51	10.65	-	-	-	10.4
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	34.11	2.34	-10.02	1.46	-6.98	-10.58	7.93	-	-	-	18.88
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	138.77	2.12	-3.14	1.95	-1.78	-3.43	7.89	-	-	-	14.29
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	38.81	0.3	2.11	0.76	1.85	3.59	7.2	6.6	5.16	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	39.52	1.02	2.11	0.9	1.95	3.55	6.99	6.16	5.09	-	5.17
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	16.77	2.11	-3.44	1.79	-2.01	-4.44	6.38	-	-	-	13.23
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	156.25	2.1	-11.14	1.14	-7.85	-11.75	5.95	-	-	-	18.31
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	439.95	1.88	-9.42	1.7	-6.62	-10.56	5.23	-	-	-	17.18
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	274.46	1.96	-15.25	-0.11	-11.38	-14.67	5.12	-	-	-	19.99
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	77.7	2.28	-6.33	2.02	-3.91	-8.9	4.51	-	-	-	13.37
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	152	2.13	-10.41	1.41	-7.13	-11.5	3.27	-	-	-	10.36
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	69.8	2.3	-10.52	1.78	-6.29	-9.43	-	-	-	-	7.96
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	28.3	1.13	2.18	0.73	1.82	3.52	-	-	-	-	4.02
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	28.5	2.37	-19.63	-2.52	-16.53	-	-	-	-	-	-14.69
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	5.8	2.32	-7.01	1.88	-5.25	-	-	-	-	-	-5.45
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	30.5	2.35	-	0.45	-	-	-	-	-	-	-4.0
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.04	-	-	-	-	-	-	-	-	1.43