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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 Healthcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	33.05	2.38	-2.32	4.86	10.67	0.8	26.51	-	-	-	23.62
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	41.67	2.38	7.64	2.43	15.47	4.95	18.11	-	-	-	16.35
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	94.28	2.19	1.39	4.31	16.38	-1.44	16.3	-	-	-	21.81
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	223.51	1.73	7.76	1.53	7.43	6.78	15.52	-	-	-	17.41
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	318.99	1.88	-1.39	5.32	18.16	-3.21	12.12	-	-	-	25.31
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	188.95	2.01	0.22	4.06	15.32	-2.72	11.51	-	-	-	24.77
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	38.29	2.33	-0.38	2.71	13.32	-3.47	10.97	-	-	-	22.15
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	504.21	1.82	0.06	2.42	13.18	-3.09	9.64	-	-	-	20.17
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	156.4	2.06	2.55	0.67	8.4	0.58	9.33	-	-	-	15.97
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	167.42	2.04	0.6	3.19	15.01	-2.52	8.42	-	-	-	18.06
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	18.36	2.14	1.57	0.62	7.5	-0.31	7.62	-	-	-	15.28
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	43.58	0.31	3.2	0.55	1.83	3.52	7.13	6.77	5.25	-	5.4
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	92.2	2.2	1.86	1.29	11.54	-2.49	7.11	-	-	-	16.19
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	47.49	1.02	3.32	0.66	2.05	3.65	7.09	6.43	5.27	-	5.22
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	50.03	1.12	3.39	0.66	1.79	3.75	-	-	-	-	5.24
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	33.89	2.37	-4.54	5.76	19.4	-5.26	-	-	-	-	1.34
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6.46	2.35	1.97	1.57	12.44	-1.64	-	-	-	-	3.68
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	46.75	2.36	-	1.06	9.29	-	-	-	-	-	3.46
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	7.75	2.05	-	0.83	4.96	-	-	-	-	-	4.96