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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	28.3	2.39	-11.45	-6.72	-5.02	-0.25	19.6	-	-	-	19.75
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	114.85	1.84	0.82	0.97	2.35	4.87	16.92	-	-	-	16.27
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	31.21	2.34	-10.33	-4.73	-5.94	-6.2	11.4	-	-	-	19.89
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	148.1	2.06	-11.06	-5.14	-6.65	-7.55	9.23	-	-	-	20.29
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	132.75	2.1	-4.44	-1.55	-2.09	-2.62	9.19	-	-	-	14.54
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	69.81	2.31	-7.06	-1.9	-4.43	-7.29	9.0	-	-	-	13.83
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	422.88	1.84	-9.74	-4.07	-5.48	-7.32	8.56	-	-	-	17.99
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	31	2.38	-6.12	-0.2	-1.89	-2.32	8.36	-	-	-	6.68
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	282.41	1.92	-13.71	-6.16	-8.35	-9.7	8.31	-	-	-	22.08
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	149.36	2.06	-10.21	-3.79	-6.1	-9.04	8.12	-	-	-	11.84
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	15.71	2.14	-4.73	-1.7	-2.56	-3.59	7.71	-	-	-	13.5
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	31.96	0.3	1.04	0.6	1.77	3.51	7.23	6.38	5.06	-	5.31
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	33.68	1.03	0.93	0.56	1.63	3.34	6.88	5.89	4.98	-	5.08
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	73.1	2.29	-11.2	-4.31	-5.12	-5.68	-	-	-	-	7.14
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	15.2	1.13	1.16	0.66	1.74	-	-	-	-	-	2.98
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	31.8	2.37	-13.01	-4.23	-2.05	-	-	-	-	-	-7.65
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.2	2.36	-7.23	-1.92	-4.02	-	-	-	-	-	-5.68
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	0	2.35	-	-	-	-	-	-	-	-	-2.55