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AMC

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Download Latest Fact Sheet

					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	5,561.9	1.54	2.27	2.37	4.04	9.27	19.06	-	-	-	17.53
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	568.69	2.35	-1.08	-0.26	-0.41	3.92	18.71	-	-	-	13.53
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,447.55	1.85	-3.61	-2.55	-4.15	0.97	12.73	25.78	-	-	21.14
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	2,072.01	2.02	-2.57	-1.69	-2.69	1.31	12.13	-	-	-	14.02
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,404.23	2.09	-3.24	-2.5	-2.99	-1.09	11.82	-	-	-	13.76
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,143.11	2.14	-2.16	-1.49	-1.71	1.9	10.58	17.84	-	-	13.98
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,957.46	1.92	-3.51	-2.64	-4.57	-0.55	10.34	-	-	-	18.38
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	7,093.39	1.77	-3.11	-2.39	-3.81	-0.48	8.79	19.45	-	-	16.68
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	266.91	2.12	-1.78	-1.35	-1.68	1.58	8.17	-	-	-	12.27
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,119.38	2.01	-1.97	-1.53	-1.81	0.38	7.96	-	-	-	13.22
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	448.3	2.33	-3.72	-3.0	-4.58	-2.16	7.09	20.45	-	-	17.45
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	849.68	1.12	0.57	0.64	1.65	3.07	6.54	-	-	-	6.51
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	605.4	0.31	0.45	0.43	1.41	2.8	6.24	6.79	5.6	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	574.12	1.02	0.2	0.25	1.08	2.38	6.04	6.44	5.49	-	5.2
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	68.02	2.34	-3.83	-3.21	-4.28	-2.25	5.95	-	-	-	2.05
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	459.77	2.39	-4.87	-4.41	-5.57	-0.23	5.54	-	-	-	0.82
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	508.73	2.38	-4.83	-4.15	-7.66	-8.42	2.2	-	-	-	14.06
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	671.05	2.33	-4.14	-3.38	-4.29	-2.23	1.7	-	-	-	1.7
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	222.87	2.06	-0.31	-0.09	0.96	4.6	-	-	-	-	12.35