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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 Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	56.87	2.35	-0.48	0.03	0.51	4.63	21.18	-	-	-	13.92
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	556.19	1.54	1.01	0.56	2.69	8.09	18.74	-	-	-	17.04
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	444.75	1.85	-3.61	-3.39	-3.9	2.24	16.48	25.77	-	-	21.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	140.42	2.09	-3.27	-3.26	-3.16	-0.25	15.06	-	-	-	13.79
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	207.2	2.02	-2.39	-2.1	-2.52	2.42	14.8	-	-	-	14.16
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	295.75	1.92	-3.62	-3.52	-4.61	0.19	13.06	-	-	-	18.36
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	114.31	2.14	-1.87	-1.66	-1.52	2.8	12.78	17.99	-	-	14.11
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	709.34	1.77	-3.08	-3.05	-3.82	0.15	11.18	19.52	-	-	16.72
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	44.83	2.33	-3.82	-3.72	-4.77	-1.48	9.45	20.49	-	-	17.44
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	211.94	2.01	-1.88	-1.77	-1.78	0.95	9.3	-	-	-	13.28
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	26.69	2.12	-1.77	-1.65	-1.75	2.04	9.21	-	-	-	12.3
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	45.98	2.39	-4.74	-5.78	-5.78	0.69	8.8	-	-	-	0.93
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.8	2.34	-3.38	-3.38	-3.96	-1.55	8.61	-	-	-	2.44
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	84.97	1.12	0.44	0.57	1.57	2.97	6.45	-	-	-	6.44
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	50.87	2.38	-4.94	-5.23	-7.32	-7.46	6.24	-	-	-	14.04
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	60.54	0.31	0.39	0.45	1.39	2.79	6.24	6.79	5.59	-	5.42
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	57.41	1.02	0.16	0.25	1.07	2.37	6.04	6.44	5.49	-	5.2
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	67.1	2.33	-4.08	-4.09	-4.29	-1.69	-	-	-	-	1.77
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	22.29	2.06	-0.4	-0.36	0.8	5.28	-	-	-	-	12.25