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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 Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	741.34	2.97	17.07	2.54	15.67	23.33	13.81	-	-	-	20.94
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	7,762.56	1.71	4.06	0.61	2.35	3.33	10.92	15.12	-	-	15.33
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	6,171.27	2.26	6.49	0.83	7.26	12.29	10.87	21.71	-	-	21.38
WhiteOak Capital Equity SavIngs Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	273.31	3.02	1.63	0.99	2.44	2.3	6.92	-	-	-	10.46
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,721.14	2.93	5.74	1.06	8.84	10.81	6.92	-	-	-	15.21
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	1,595.93	3.42	3.57	0.63	1.56	3.12	6.25	-	-	-	6.46
WhiteOak Capital Liquid Fund- Regular Plan-Growth Option	Debt: Liquid	05-01-2019	640.01	0.34	3.64	0.54	1.55	3.28	6.17	6.76	5.96	-	5.5
WhiteOak Capital Ultra Short Duration Fund- Regular Plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	534.56	1.14	3.29	0.54	1.48	3.17	5.61	6.42	5.72	-	5.29
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	3,850.09	2.3	2.35	0.97	6.03	7.57	4.32	-	-	-	17.46
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,325.5	2.43	0.22	0.79	4.19	4.04	3.4	-	-	-	12.5
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	291.77	2.3	-0.73	0.39	2.62	1.76	1.99	-	-	-	10.44
WhiteOak Capital BankIng & FInancial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	633.39	2.81	-0.96	-0.14	2.97	1.19	1.87	-	-	-	10.81
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,201.72	2.3	-0.7	1.01	3.08	1.95	1.15	10.39	-	-	11.7
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	8,582.39	2.1	-0.29	0.86	4.86	4.1	1.13	14.34	-	-	15.36
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth	Equity: Thematic-Consumption	20-01-2026	113.47	2.77	-	2.51	5.82	-	-	-	-	-	0.85
WhiteOak Capital Aggressive Hybrid Fund Regular Plan Growth	Hybrid: Aggressive	01-07-2026	0	0.0	-	-	-	-	-	-	-	-	0.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	473.58	2.61	-0.93	0.9	5.07	4.21	-0.54	15.37	-	-	15.95
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,210.12	2.52	-4.32	0.53	2.41	-1.56	-1.41	12.22	-	-	11.35
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	621.78	2.73	-3.8	2.7	5.91	0.29	-3.06	-	-	-	1.4
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	428.15	3.37	-8.77	4.3	11.27	-3.17	-5.49	-	-	-	-1.74
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	54.46	2.67	-5.82	1.2	3.74	-1.9	-5.62	-	-	-	0.26