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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	33.05	2.38	-3.91	2.9	5.82	-1.55	24.23	-	-	-	21.87
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	41.67	2.38	8.18	1.66	12.57	6.21	17.37	-	-	-	16.61
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	94.28	2.19	1.9	3.07	14.14	-0.47	15.86	-	-	-	22.08
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	223.51	1.73	8.33	1.52	7.39	7.88	15.82	-	-	-	17.62
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	318.99	1.88	-1.03	3.93	15.37	-2.5	10.71	-	-	-	25.34
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	188.95	2.01	0.54	2.41	12.69	-1.56	10.34	-	-	-	24.78
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	38.29	2.33	0.01	1.3	10.74	-2.18	9.85	-	-	-	22.2
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	156.4	2.06	3.25	0.16	7.24	2.18	9.23	-	-	-	16.21
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	504.21	1.82	0.44	0.86	10.69	-1.74	8.68	-	-	-	20.22
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	18.36	2.14	2.3	0.21	6.67	1.07	7.58	-	-	-	15.65
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	43.58	0.31	3.25	0.55	1.79	3.51	7.1	6.78	5.25	-	5.4
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	47.49	1.02	3.4	0.63	2.03	3.63	7.07	6.44	5.28	-	5.22
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	167.42	2.04	0.89	1.53	12.17	-1.0	7.0	-	-	-	18.11
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	92.2	2.2	2.31	0.01	9.2	-0.25	6.26	-	-	-	16.3
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	50.03	1.12	3.38	0.65	1.83	3.64	-	-	-	-	5.23
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	33.89	2.37	-3.52	3.91	17.16	-5.77	-	-	-	-	2.42
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.46	2.35	2.53	0.63	10.11	0.21	-	-	-	-	4.25
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	46.75	2.36	-	-0.05	7.42	-	-	-	-	-	3.93
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	7.75	2.05	-	0.63	4.55	-	-	-	-	-	5.34