WhiteOak Capital Mutual Fund

21 schemes tracked on GFS, across debt, equity, hybrid.

Schemes tracked

AMFI scheme master

SEBI sub-categories

distinct categories covered

Median expense ratio

—

not in this snapshot

3Y CAGR range

6.87% – 24.35%

8 of 21 have a 3Y record

Schemes on GFS

Fund	Category	1Y	3Y	5Y	Expense
WhiteOak Capital Mid Cap Fund Direct Plan Growth Mid Cap Fund	Equity	+16.61%	+24.35%	—	—
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth ELSS	Equity	+6.43%	+18.58%	—	—
WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth Multi Asset Allocation	Hybrid	+15.12%	+17.77%	—	—
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth Flexi Cap Fund	Equity	+7.03%	+16.94%	—	—
WhiteOak Capital Large Cap Fund Direct Plan Growth Large Cap Fund	Equity	+3.14%	+15.43%	—	—
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth Dynamic Asset Allocation or Balanced Advantage	Hybrid	+5.86%	+13.16%	—	—
WhiteOak Capital Ultra Short Duration Fund Ultra Short Duration Fund	Debt	+6.26%	+7.01%	+6.40%	—
WhiteOak Capital Liquid Fund Liquid Fund	Debt	+6.34%	+6.87%	+6.12%	—
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth Aggressive Hybrid Fund	Hybrid	—	—	—	—
WhiteOak Capital Arbitrage Fund Direct Plan Growth Arbitrage Fund	Hybrid	+7.03%	—	—	—
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth Balanced Hybrid Fund	Hybrid	+5.87%	—	—	—
WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic	Equity	+6.41%	—	—	—
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth Sectoral/ Thematic	Equity	—	—	—	—
WhiteOak Capital Digital Bharat Fund Direct Plan Growth Sectoral/ Thematic	Equity	+1.32%	—	—	—
WhiteOak Capital Equity Savings Fund Direct Plan Growth Equity Savings	Equity	+8.04%	—	—	—
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth Sectoral/ Thematic	Equity	-0.66%	—	—	—
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth Large & Mid Cap Fund	Equity	+8.72%	—	—	—
WhiteOak Capital Multi Cap Fund Direct Plan Growth Multi Cap Fund	Equity	+9.88%	—	—	—
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth Sectoral/ Thematic	Equity	+21.10%	—	—	—
WhiteOak Capital Quality Equity Fund Direct Plan Growth Sectoral/ Thematic	Equity	+0.81%	—	—	—
WhiteOak Capital Special Opportunities Fund Sectoral/ Thematic	Equity	+15.06%	—	—	—

Returns over 1Y are annualised · 1W–YTD as at 20 Aug 2026 · 1Y and longer as at 20 Aug 2026 · NAV as at 20 Aug 2026 · — means the scheme has no record for that period. Factual AMFI-sourced numbers; GFS does not rate schemes.

Other fund houses

360 ONE Abakkus Aditya Birla Sun Life Angel One Axis Bajaj Finserv Bandhan Bank of India Baroda BNP Paribas Canara Robeco Capitalmind Choice DSP Edelweiss Franklin Templeton Groww HDFC HSBC Helios ICICI Prudential ITI Invesco JM Financial Jio BlackRock Kotak Mahindra LIC Mahindra Manulife Mirae Asset Motilal Oswal NJ Navi Nippon India Old Bridge PGIM India PPFAS Quantum SBI Samco Shriram Sundaram Tata Taurus The Wealth Company Trust UTI Unifi Union Zerodha quant