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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 Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	3,039.83	1.63	11.08	1.28	2.93	10.81	14.49	-	-	-	17.08
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	409.43	2.38	1.76	0.84	6.64	15.84	8.75	-	-	-	23.0
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	457.23	2.38	7.89	0.81	0.49	16.5	8.33	-	-	-	13.98
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	520.53	1.02	4.62	0.39	1.43	3.47	6.84	6.53	5.31	-	5.24
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	577.04	0.31	4.49	0.46	1.42	3.24	6.8	6.84	5.37	-	5.4
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,092.96	2.15	3.01	0.23	1.32	17.71	5.11	-	-	-	18.97
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,737.9	2.04	4.35	0.29	1.07	10.09	4.84	-	-	-	15.22
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,167.07	1.98	2.62	0.9	2.24	16.62	3.97	-	-	-	23.03
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	205.73	2.13	3.82	0.91	1.35	9.62	3.46	-	-	-	14.61
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	405.49	2.33	1.05	0.46	0.84	14.0	2.66	-	-	-	20.81
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	3,500.44	1.86	0.54	0.95	2.23	17.42	2.5	-	-	-	23.96
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	5,555.66	1.8	1.68	0.73	1.12	14.09	1.73	18.79	-	-	19.15
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,777.21	2.04	1.99	0.42	1.16	15.23	1.14	-	-	-	16.37
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	990.54	2.18	3.39	0.72	1.1	12.92	0.81	-	-	-	15.37
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	569.1	1.12	4.58	0.34	1.43	3.22	-	-	-	-	6.46
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	354.5	2.36	-3.34	1.42	0.83	15.58	-	-	-	-	2.62
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	67.41	2.34	3.17	0.59	0.81	13.01	-	-	-	-	4.9
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	568.94	2.32	-	1.74	1.15	10.18	-	-	-	-	5.15
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	113.68	2.02	-	1.15	3.38	-	-	-	-	-	8.71