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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 Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	602.93	2.57	8.88	5.66	7.35	5.06	15.17	-	-	-	18.69
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	5,293.04	2.02	3.23	2.78	6.07	1.08	12.28	24.68	-	-	21.34
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	7,118.26	1.8	2.48	0.54	0.1	2.85	11.67	15.58	-	-	15.58
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	242.08	3.06	-0.7	-0.13	-0.7	-0.61	6.79	-	-	-	9.74
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	567.8	0.34	2.53	0.45	1.6	3.06	6.0	6.75	5.83	-	5.47
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,538.58	3.54	0.26	1.94	3.25	-1.06	5.95	-	-	-	13.39
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	1,245.57	4.18	2.16	0.12	1.13	2.79	5.82	-	-	-	6.21
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	580.19	1.14	2.03	0.21	1.31	2.47	5.37	6.32	5.55	-	5.23
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	3,421.36	2.29	-1.77	0.86	1.85	-3.83	4.7	-	-	-	16.75
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,180.32	2.29	-2.6	0.58	-0.36	-3.79	4.04	-	-	-	12.02
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	281.66	2.25	-3.19	-0.26	-0.98	-3.91	0.94	-	-	-	10.02
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	591.58	2.51	-5.81	-1.6	-5.46	-6.02	0.42	-	-	-	9.17
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,906.75	1.92	-4.41	-0.21	-0.36	-6.15	0.25	15.81	-	-	14.75
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth	Equity: Thematic-Consumption	20-01-2026	103.27	2.47	-	0.21	-0.08	-	-	-	-	-	-4.05
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,152.37	2.51	-3.7	-0.49	-1.48	-4.32	-0.06	10.69	-	-	11.23
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	450.45	2.66	-5.08	-0.12	-0.24	-7.02	-1.29	16.74	-	-	15.3
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,163.57	2.63	-6.91	-0.91	-3.87	-7.44	-1.63	13.15	-	-	11.0
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	604.49	2.43	-8.53	0.12	-2.03	-9.74	-6.24	-	-	-	-2.23
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	53.03	2.47	-9.05	-0.43	-3.13	-10.63	-6.4	-	-	-	-1.92
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	405.26	2.63	-14.27	3.21	4.02	-15.62	-8.41	-	-	-	-5.6