WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund runs 19 mutual fund schemes with total assets of ₹40,319 Cr, making it the 23rd largest of 48 fund houses we track by assets under management.
- Schemes:
- 19
- Total AUM:
- ₹40,319 Cr
- Avg 1Y return:
- +9.42%
- Avg 3Y return:
- +14.83%
- Avg expense ratio:
- 1.02%
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 19 WhiteOak Capital Mutual Fund schemes
Grouped by category, largest group first. Within each group, largest fund first.
Equity (12)
Hybrid (5)
| # | Fund | Category | ||||
|---|---|---|---|---|---|---|
| 1 | WhiteOak Capital Multi Asset Allocation Fund Direct Plan GrowthGold | Multi Asset Allocation | ₹7,107 Cr | +14.69% | +17.27% | — |
| 2 | WhiteOak Capital Balanced Advantage Fund Direct Plan GrowthBronze | Dynamic Asset Allocation or Balanced Advantage | ₹2,120 Cr | +6.60% | +13.04% | — |
| 3 | WhiteOak Capital Arbitrage Fund Direct Plan Growth | Arbitrage Fund | ₹396 Cr | +7.09% | — | — |
| 4 | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth | Balanced Hybrid Fund | ₹294 Cr | +7.04% | — | — |
| 5 | WhiteOak Capital Equity Savings Fund Direct Plan GrowthBronze | Equity Savings | ₹144 Cr | +9.45% | — | — |
Debt (2)
| # | Fund | Category | ||||
|---|---|---|---|---|---|---|
| 1 | WhiteOak Capital Liquid Fund- Direct plan-Growth OptionBronze | Liquid Fund | ₹672 Cr | +6.31% | +6.87% | — |
| 2 | WhiteOak Capital Ultra Short Duration Fund- Direct plan-Growth OptionBronze | Ultra Short Duration Fund | ₹552 Cr | +6.28% | +7.02% | — |
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 numeric column to re-sort; funds with no value for that 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.