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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 Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	340.25	1.6	12.47	2.47	4.11	10.58	14.45	-	-	-	17.4
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	42.28	2.38	3.07	0.38	8.63	12.21	10.09	-	-	-	23.37
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	46.79	2.38	10.28	0.15	2.61	13.55	8.03	-	-	-	15.17
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	55.53	1.02	4.81	0.41	1.35	3.4	6.77	6.55	5.34	-	5.23
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	58.17	0.31	4.74	0.46	1.41	3.19	6.76	6.86	5.4	-	5.41
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	58.76	1.1	4.76	0.4	1.3	3.15	6.49	-	-	-	6.48
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	112.92	2.14	5.5	1.43	4.39	17.02	6.32	-	-	-	20.57
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	225.66	1.97	5.18	1.86	5.59	16.36	5.82	-	-	-	24.07
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	180.8	2.03	5.86	1.19	2.94	9.35	5.54	-	-	-	15.61
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	357.9	1.86	3.34	1.8	5.64	18.31	5.12	25.22	-	-	24.75
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	21.43	2.13	5.6	2.08	3.63	9.6	4.4	-	-	-	15.32
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	40.65	2.33	3.31	1.78	4.08	13.21	3.95	-	-	-	21.42
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	177.95	2.04	4.61	1.42	4.46	14.95	3.03	-	-	-	17.69
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	572.21	1.79	4.03	1.86	4.17	13.58	2.81	19.24	-	-	19.77
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	101.36	2.17	5.83	1.7	3.77	12.26	1.88	-	-	-	16.1
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	36.4	2.36	0.07	3.31	4.94	20.22	-	-	-	-	6.24
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.79	2.34	4.95	1.02	2.85	12.11	-	-	-	-	6.71
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	59.37	2.31	-	1.46	3.05	9.56	-	-	-	-	6.49
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	13.66	2.02	-	1.33	4.71	9.14	-	-	-	-	10.15