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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	303.62	2.38	-8.35	4.54	-5.45	-4.49	27.04	-	-	-	19.4
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	359.81	2.38	1.9	5.15	6.16	2.78	17.79	-	-	-	12.67
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	1,672.26	1.76	5.58	4.18	3.7	6.44	16.47	-	-	-	17.14
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	341.11	2.33	-6.0	6.42	-1.08	-4.05	14.11	-	-	-	20.3
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	2,744.56	1.9	-9.95	8.32	-2.14	-6.86	13.2	-	-	-	22.11
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,562.48	2.03	-6.89	6.95	-1.42	-4.89	12.95	-	-	-	20.8
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	4,399.54	1.83	-5.04	6.92	-0.17	-3.32	12.46	-	-	-	18.67
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,387.66	2.07	0.04	4.44	1.85	1.15	12.23	-	-	-	15.42
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	776.97	2.23	-1.93	6.43	1.44	-1.69	11.72	-	-	-	15.07
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,520.01	2.05	-5.47	7.33	0.22	-3.86	11.5	-	-	-	14.13
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	167.66	2.14	-0.68	3.87	1.6	0.06	10.26	-	-	-	14.62
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	388.09	0.31	2.53	0.48	1.74	3.53	7.17	6.69	5.17	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	395.21	1.02	2.55	0.48	1.85	3.49	6.96	6.28	5.14	-	5.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	780	2.24	-6.17	7.31	0.28	-2.11	-	-	-	-	13.21
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	374	1.12	2.7	0.52	1.77	3.54	-	-	-	-	4.54
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	292	2.37	-13.32	10.45	-7.17	-4.58	-	-	-	-	-7.98
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	60	2.35	-2.11	7.08	0.91	-0.66	-	-	-	-	-0.47
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	363	2.36	-	5.36	-1.97	-	-	-	-	-	-0.02
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.05	-	2.41	-	-	-	-	-	-	3.32