WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund runs 21 mutual fund schemes with total assets of ₹43,528 Cr, making it the 23rd largest of 51 fund houses we track by assets under management.

Schemes:: 21
Total AUM:: ₹43,528 Cr
Avg 1Y return:: +9.19%
Avg 3Y return:: +15.03%
Avg expense ratio:: 1.07%

Counts and averages cover Direct-plan Growth schemes, so each fund is counted once rather than once per plan and option variant. Averages are unweighted across schemes.

All 21 WhiteOak Capital Mutual Fund schemes

Grouped by category, largest group first. Within each group, largest fund first.

Equity (13)

Largest: WhiteOak Capital Flexi Cap Fund Direct Plan-Growth · 66% of this house's assets

#
1	WhiteOak Capital Flexi Cap Fund Direct Plan-GrowthGold	Flexi Cap Fund	₹9,136 Cr	+8.77%	+17.08%	0.84%
2	WhiteOak Capital Mid Cap Fund Direct Plan GrowthPlatinum	Mid Cap Fund	₹6,792 Cr	+18.51%	+24.47%	0.98%
3	WhiteOak Capital Multi Cap Fund Direct Plan GrowthBronze	Multi Cap Fund	₹4,134 Cr	+11.74%	—	0.92%
4	Whiteoak Capital Large & Mid Cap Fund Direct Plan GrowthSilver	Large & Mid Cap Fund	₹2,441 Cr	+10.63%	—	0.90%
5	WhiteOak Capital Special Opportunities Fund - Direct GrowthSilver	Sectoral/Thematic	₹1,801 Cr	+16.61%	—	1.39%
6	WhiteOak Capital Large Cap Fund Direct Plan GrowthGold	Large Cap Fund	₹1,260 Cr	+5.02%	+15.49%	0.94%
7	WhiteOak Capital Pharma and Heathcare Fund Direct Plan GrowthPlatinum	Sectoral/Thematic	₹825 Cr	+21.76%	—	1.13%
8	WhiteOak Capital Banking & Financial Services Fund - Direct GrowthBronze	Sectoral/Thematic	₹653 Cr	+7.18%	—	1.06%
9	WhiteOak Capital Quality Equity Fund Direct Plan Growth	Sectoral/Thematic	₹632 Cr	+3.56%	—	1.03%
10	WhiteOak Capital Digital Bharat Fund Direct Plan Growth	Sectoral/Thematic	₹504 Cr	+4.31%	—	1.54%
11	WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthGold	ELSS	₹494 Cr	+8.30%	+18.63%	0.87%
12	WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth	Sectoral/Thematic	₹131 Cr	—	—	1.12%
13	WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth	Sectoral/Thematic	₹54 Cr	+1.40%	—	0.97%

Hybrid (6)

Largest: WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth · 31% of this house's assets

#
1	WhiteOak Capital Multi Asset Allocation Fund Direct Plan GrowthGold	Multi Asset Allocation	₹8,187 Cr	+15.15%	+17.53%	0.64%
2	WhiteOak Capital Balanced Advantage Fund Direct Plan GrowthGold	Dynamic Asset Allocation or Balanced Advantage	₹2,265 Cr	+6.51%	+13.12%	0.85%
3	WhiteOak Capital Arbitrage Fund Direct Plan GrowthGold	Arbitrage Fund	₹1,996 Cr	+6.98%	—	2.56%
4	WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth	Aggressive Hybrid Fund	₹435 Cr	—	—	1.90%
5	WhiteOak Capital Balanced Hybrid Fund Direct Plan GrowthBronze	Balanced Hybrid Fund	₹295 Cr	+6.91%	—	0.72%
6	WhiteOak Capital Equity Savings Fund Direct Plan GrowthBronze	Equity Savings	₹269 Cr	+8.58%	—	1.57%

Debt (2)

Largest: WhiteOak Capital Liquid Fund- Direct plan-Growth Option · 3% of this house's assets

#
1	WhiteOak Capital Liquid Fund- Direct plan-Growth OptionSilver	Liquid Fund	₹672 Cr	+6.35%	+6.88%	0.14%
2	WhiteOak Capital Ultra Short Duration Fund- Direct plan-Growth Option	Ultra Short Duration Fund	₹552 Cr	+6.34%	+7.04%	0.35%

Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Direct-plan Growth schemes only, largest first within each category.