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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	2.37	-5.78	4.79	-2.81	-1.75	26.5	-	-	-	22.29
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	359.81	2.39	4.67	5.25	8.43	4.15	16.16	-	-	-	15.25
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	1,672.26	1.78	5.17	2.44	4.19	5.77	15.65	-	-	-	17.06
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	341.11	2.34	-4.21	6.07	0.24	-1.84	12.88	-	-	-	21.29
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	1,387.66	2.12	1.31	4.73	2.78	2.49	11.86	-	-	-	16.16
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	1,562.48	2.1	-4.94	6.62	0.06	-2.51	11.73	-	-	-	22.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	2,744.56	1.96	-8.11	7.44	-0.76	-4.34	11.69	-	-	-	23.14
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	4,399.54	1.88	-3.29	6.57	1.06	-1.5	11.11	-	-	-	19.54
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	776.97	2.28	0.06	6.38	2.88	-0.15	10.82	-	-	-	16.1
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,520.01	2.13	-3.52	6.89	1.71	-1.93	10.5	-	-	-	15.99
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	167.66	2.11	0.42	4.04	2.35	1.13	9.69	-	-	-	15.57
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	388.09	0.3	2.47	0.52	1.76	3.53	7.18	6.69	5.18	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	395.21	1.02	2.54	0.57	1.88	3.53	7.01	6.28	5.16	-	5.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	780	2.3	-4.23	6.65	2.04	-0.02	-	-	-	-	15.55
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	374	1.13	2.57	0.42	1.7	3.47	-	-	-	-	4.41
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	292	2.37	-11.71	9.42	-5.64	-0.85	-	-	-	-	-6.27
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	60	2.32	-0.33	7.21	2.23	1.33	-	-	-	-	1.35
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	363	2.35	-	6.1	-0.58	-	-	-	-	-	1.78
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.04	-	2.41	-	-	-	-	-	-	3.85