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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	5,047.19	1.55	16.77	0.95	4.29	8.36	15.71	-	-	-	17.37
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	544.79	2.36	12.62	-0.66	2.34	3.64	9.53	-	-	-	14.37
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	817.46	1.11	6.32	0.52	1.55	2.92	6.7	-	-	-	6.45
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	559.43	0.31	6.11	0.44	1.38	2.8	6.41	6.82	5.53	-	5.41
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	584.73	1.02	6.1	0.38	1.29	2.64	6.37	6.54	5.46	-	5.23
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,090.1	2.01	6.65	-0.63	1.09	3.35	4.54	-	-	-	14.5
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	261.95	2.13	6.29	-0.79	1.3	4.02	4.12	-	-	-	13.82
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	501.35	2.38	0.49	-2.71	-1.96	2.31	3.66	-	-	-	18.42
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,140.42	2.14	7.23	-0.29	1.72	4.27	2.6	16.46	-	-	15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,043.38	2.02	5.9	-1.17	1.45	4.29	2.24	-	-	-	16.09
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,338.47	1.85	4.57	-1.97	1.46	5.0	1.89	24.87	-	-	23.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,358.32	2.09	5.36	-1.96	0.44	3.11	1.75	-	-	-	16.96
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,842.8	1.92	5.29	-2.07	0.61	4.11	1.68	-	-	-	21.26
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	70.78	2.34	5.01	-0.97	-0.01	2.01	1.17	-	-	-	5.99
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	6,857.02	1.77	4.52	-1.51	0.94	3.52	0.84	18.82	-	-	18.4
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	666.61	2.32	-	-0.84	-0.17	1.52	-	-	-	-	5.93
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	196.22	2.04	-	0.61	2.52	6.88	-	-	-	-	12.46
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	451.17	2.33	2.96	-2.03	0.16	2.53	-0.7	19.95	-	-	19.51
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	437.68	2.39	0.45	-0.05	1.9	3.66	-0.78	-	-	-	5.63