WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund runs 23 mutual fund schemes with total assets of ₹47,471 Cr, making it the 23rd largest of 55 fund houses we track by assets under management.
- Schemes:
- 23
- Total AUM:
- ₹47,471 Cr
- Avg 1Y return:
- -0.61%
- Avg 3Y return:
- +12.63%
- Avg expense ratio:
- 0.99%
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 · 68% of this house's assets
Hybrid (6)
Largest: WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth · 29% of this house's assets
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | WhiteOak Capital Multi Asset Allocation Fund Direct Plan GrowthPlatinum | Multi Asset Allocation | ₹9,717 Cr | +5.15% | +15.72% | 0.65% |
| 2 | WhiteOak Capital Balanced Advantage Fund Direct Plan GrowthSilver | Dynamic Asset Allocation or Balanced Advantage | ₹2,221 Cr | -2.09% | +10.77% | 0.83% |
| 3 | WhiteOak Capital Arbitrage Fund Direct Plan GrowthSilver | Arbitrage Fund | ₹820 Cr | +7.27% | — | 2.35% |
| 4 | WhiteOak Capital Aggressive Hybrid Fund Direct Plan GrowthBronze | Aggressive Hybrid Fund | ₹608 Cr | — | — | 1.19% |
| 5 | WhiteOak Capital Balanced Hybrid Fund Direct Plan GrowthSilver | Balanced Hybrid Fund | ₹294 Cr | -1.62% | +10.17% | 0.71% |
| 6 | WhiteOak Capital Equity Savings Fund Direct Plan GrowthBronze | Equity Savings | ₹146 Cr | +3.73% | — | 1.51% |
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 Option | Liquid Fund | ₹727 Cr | +6.36% | +6.80% | 0.13% |
| 2 | WhiteOak Capital Ultra Short Term Fund - Growth Option - Direct PlanBronze | Ultra Short Duration Fund | ₹549 Cr | +6.16% | +6.92% | 0.27% |
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.