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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	330.49	2.38	-3.37	3.48	8.28	-0.17	24.38	-	-	-	22.42
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	416.66	2.38	8.45	1.92	15.31	6.74	18.54	-	-	-	16.86
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	942.76	2.19	1.96	3.13	16.05	-0.76	16.27	-	-	-	22.21
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	2,235.05	1.73	8.0	1.21	7.68	7.08	15.46	-	-	-	17.47
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	3,189.92	1.88	-0.7	4.27	18.01	-2.65	11.76	-	-	-	25.52
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,889.48	2.01	0.79	2.67	15.28	-1.87	11.16	-	-	-	25.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	382.86	2.33	0.27	1.57	13.35	-2.47	10.7	-	-	-	22.34
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,563.96	2.06	3.47	0.37	8.69	2.09	9.84	-	-	-	16.33
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	5,042.15	1.82	0.64	1.06	13.12	-2.07	9.4	-	-	-	20.33
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	183.61	2.14	2.49	0.4	7.9	1.03	8.17	-	-	-	15.81
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,674.15	2.04	1.18	1.83	14.69	-1.37	7.98	-	-	-	18.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	474.95	1.02	3.38	0.62	2.03	3.64	7.13	6.44	5.28	-	5.22
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	435.78	0.31	3.23	0.56	1.79	3.51	7.1	6.78	5.25	-	5.4
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	922.04	2.2	2.47	0.16	11.3	-0.77	6.9	-	-	-	16.39
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	500.27	1.12	3.4	0.68	1.88	3.76	-	-	-	-	5.26
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	338.88	2.37	-2.93	4.54	20.99	-3.89	-	-	-	-	3.04
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	64.57	2.35	2.66	0.76	12.24	-0.16	-	-	-	-	4.38
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	467.49	2.36	-	0.17	9.23	-	-	-	-	-	4.16
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	77.49	2.05	-	0.68	4.98	-	-	-	-	-	5.39