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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 Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	4,478.96	1.87	-0.27	10.06	3.53	0.03	18.47	26.45	-	-	20.88
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	6,619.47	1.53	2.33	2.9	1.62	3.38	14.39	-	-	-	16.13
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Special-Opportunities	04-06-2024	1,310.91	2.15	-1.58	8.89	1.83	-0.71	10.87	-	-	-	13.09
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	1,936.43	2.05	-2.78	7.46	-0.24	-2.68	10.57	-	-	-	12.51
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	2,929.17	1.96	-2.81	8.53	0.64	-3.29	10.44	-	-	-	17.01
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	229.53	2.11	-0.28	2.06	0.08	0.94	9.11	-	-	-	11.15
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	556.1	2.35	0.83	1.74	5.12	-2.59	9.05	-	-	-	15.58
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	1,019.79	1.1	2.04	0.66	1.67	3.26	6.29	-	-	-	6.56
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	524.63	2.39	-2.94	8.22	-1.79	-1.69	6.18	-	-	-	11.14
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	599.82	0.31	1.99	0.76	1.73	3.13	6.14	6.81	5.79	-	5.48
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	586.26	1.02	1.77	0.81	1.73	2.8	5.89	6.47	5.55	-	5.27
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	6,882	1.79	-4.05	7.59	-1.28	-4.45	5.8	18.78	-	-	15.32
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	259.12	2.12	-2.57	4.11	-0.8	-2.54	4.76	-	-	-	10.76
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	1,044.76	2.2	-4.93	6.38	-3.17	-4.61	4.52	16.55	-	-	12.06
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	2,009.27	2.05	-2.69	4.97	-0.85	-2.58	4.2	12.6	-	-	12.0
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	402.15	2.33	-4.91	7.63	-1.49	-5.52	4.12	19.53	-	-	15.86
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	365.38	2.39	-14.87	8.73	-11.2	-12.98	1.02	-	-	-	-6.42
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth	Equity: Thematic-Consumption	20-01-2026	86.67	2.36	-	7.09	-	-	-	-	-	-	-4.93
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	48.95	2.38	-7.62	6.83	-4.83	-8.19	-0.26	-	-	-	-1.01
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	558.83	2.39	-7.89	6.25	-5.16	-8.21	-2.05	-	-	-	-1.87