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AMC
| 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 Heathcare Fund Regular Plan Growth | Equity: Sectoral-Pharma and Healthcare | 06-02-2024 | 36.41 | 2.38 | 0.91 | 1.19 | 7.1 | 4.09 | 20.91 | - | - | - | 23.76 | |
| WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth | Hybrid: Multi Asset Allocation | 12-05-2023 | 258.55 | 1.68 | 9.66 | 0.59 | 4.27 | 7.96 | 15.37 | - | - | - | 17.13 | |
| WhiteOak Capital Banking & Financial Services Fund - Regular Growth | Equity: Sectoral-Banking and Financial Services | 06-02-2024 | 44.8 | 2.38 | 7.03 | -3.1 | 2.25 | 10.87 | 14.64 | - | - | - | 14.21 | |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | Equity: Thematic-Special-Opportunities | 04-06-2024 | 104.17 | 2.15 | 2.78 | -1.86 | 7.32 | 9.51 | 13.81 | - | - | - | 20.25 | |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | Equity: Multi Cap | 22-09-2023 | 206.51 | 1.99 | 1.7 | -1.58 | 6.99 | 7.06 | 10.49 | - | - | - | 23.6 | |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Equity: ELSS | 14-10-2022 | 40.58 | 2.33 | 0.59 | -2.21 | 5.02 | 5.28 | 9.86 | - | - | - | 21.31 | |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | Equity: Mid Cap | 07-09-2022 | 345.42 | 1.87 | -0.41 | -1.97 | 8.38 | 7.56 | 9.21 | - | - | - | 24.33 | |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Hybrid: Dynamic Asset Allocation | 10-02-2023 | 165.4 | 2.05 | 4.05 | -1.01 | 2.71 | 5.56 | 8.72 | - | - | - | 15.64 | |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | Equity: Flexi Cap | 05-08-2022 | 544.61 | 1.8 | 0.94 | -2.09 | 4.37 | 5.47 | 8.0 | 19.34 | - | - | 19.45 | |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | Equity: Large and Mid Cap | 22-12-2023 | 177.58 | 2.02 | 1.57 | -2.1 | 5.27 | 7.08 | 7.23 | - | - | - | 17.0 | |
| WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option | Debt: Ultra Short Duration | 06-06-2019 | 50.05 | 1.02 | 4.21 | 0.46 | 1.63 | 3.54 | 6.98 | 6.52 | 5.4 | - | 5.24 | |
| WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Debt: Liquid | 05-01-2019 | 51.17 | 0.31 | 4.01 | 0.46 | 1.51 | 3.3 | 6.92 | 6.83 | 5.33 | - | 5.4 | |
| WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth | Hybrid: Balanced | 27-10-2023 | 19.52 | 2.14 | 2.89 | -0.95 | 2.46 | 4.87 | 6.84 | - | - | - | 14.77 | |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Equity: Large Cap | 01-12-2022 | 98.17 | 2.18 | 2.65 | -2.28 | 2.59 | 5.54 | 6.23 | - | - | - | 15.58 | |
| WhiteOak Capital Arbitrage Fund Regular Plan Growth | Hybrid: Arbitrage | 09-09-2024 | 55.29 | 1.12 | 4.23 | 0.53 | 1.62 | 3.35 | - | - | - | - | 6.1 | |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | Equity: Sectoral-Technology | 11-10-2024 | 35.96 | 2.37 | -4.69 | -2.94 | 7.95 | 1.86 | - | - | - | - | 1.18 | |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | Equity: Thematic-ESG | 30-10-2024 | 6.7 | 2.35 | 2.57 | -2.46 | 2.9 | 5.2 | - | - | - | - | 4.29 | |
| WhiteOak Capital Quality Equity Fund Regular Plan Growth | Equity: Thematic-Others | 29-01-2025 | 54.31 | 2.33 | - | -2.84 | 1.55 | 0.95 | - | - | - | - | 3.36 | |
| WhiteOak Capital Equity Savings Fund Regular Plan Growth | Hybrid: Equity Savings | 12-03-2025 | 10.22 | 2.05 | - | 1.08 | 3.48 | - | - | - | - | - | 7.47 | |