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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	3,942.58	1.59	15.02	2.55	5.25	9.39	16.27	-	-	-	17.67
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	483.64	2.38	12.96	5.34	4.09	7.1	14.09	-	-	-	15.77
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	367.05	2.39	1.18	7.62	6.87	17.58	11.4	-	-	-	7.13
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,186.55	2.12	5.91	3.88	3.01	11.01	11.4	-	-	-	19.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	3,731.43	1.86	5.5	5.92	6.38	16.28	10.86	25.56	-	-	24.63
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,405.4	1.96	6.68	4.92	5.03	12.95	10.63	-	-	-	23.55
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	442.67	2.38	2.66	4.39	-0.16	8.62	9.77	-	-	-	21.49
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,840.29	2.03	6.76	5.37	5.07	11.71	9.21	-	-	-	17.88
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,897.02	2.02	6.89	3.1	2.78	5.93	8.54	-	-	-	15.37
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	6,003.13	1.79	5.46	4.74	4.13	9.54	8.01	19.31	-	-	19.56
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	414.27	2.33	4.25	4.63	3.45	9.43	8.0	20.56	-	-	20.96
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	225.13	2.13	6.57	2.86	3.86	6.66	7.7	-	-	-	14.97
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,046.93	2.17	7.33	4.56	4.38	7.86	7.38	-	-	-	16.03
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	531.12	1.03	5.41	0.48	1.28	2.92	6.6	6.6	5.39	-	5.24
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	577.1	0.31	5.33	0.47	1.38	2.91	6.59	6.86	5.45	-	5.41
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	665.18	1.12	5.44	0.45	1.38	2.88	6.56	-	-	-	6.45
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.37	2.34	5.52	4.22	2.52	6.69	-	-	-	-	7.29
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	608.38	2.34	-	3.77	2.72	5.12	-	-	-	-	6.34
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	155.21	2.04	-	1.66	4.45	7.57	-	-	-	-	11.36