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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	36.41	2.38	1.01	2.42	7.75	7.73	19.99	-	-	-	24.04
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	258.55	1.68	9.35	0.47	3.72	8.33	15.06	-	-	-	17.07
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	44.8	2.38	7.34	-3.64	2.71	12.43	10.95	-	-	-	14.55
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	104.17	2.15	2.22	-2.39	7.81	10.38	9.74	-	-	-	19.89
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	50.05	1.02	4.14	0.48	1.65	3.6	6.99	6.52	5.39	-	5.24
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	51.17	0.31	3.95	0.47	1.52	3.35	6.93	6.83	5.32	-	5.4
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	165.4	2.05	3.79	-1.37	2.86	6.24	6.56	-	-	-	15.6
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	206.51	1.99	1.17	-2.23	7.24	8.42	5.83	-	-	-	23.41
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	40.58	2.33	0.15	-2.8	5.24	6.78	5.49	-	-	-	21.21
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	19.52	2.14	2.6	-1.31	2.61	5.48	4.57	-	-	-	14.69
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	345.42	1.87	-1.1	-2.69	8.8	8.77	4.24	-	-	-	24.14
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	544.61	1.8	0.56	-2.68	4.56	6.74	3.86	-	-	-	19.38
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	177.58	2.02	1.14	-2.79	5.59	8.06	2.99	-	-	-	16.82
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	98.17	2.18	2.26	-3.12	2.67	6.28	2.2	-	-	-	15.49
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	55.29	1.12	4.22	0.61	1.58	3.43	-	-	-	-	6.09
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	35.96	2.37	-5.9	-4.44	8.17	3.56	-	-	-	-	-0.11
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.7	2.35	2.14	-3.27	3.19	6.31	-	-	-	-	3.86
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	54.31	2.33	-	-3.56	1.67	1.98	-	-	-	-	2.92
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	10.22	2.05	-	0.85	3.47	-	-	-	-	-	7.3