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whiteoak mutual fund

WhiteOak Mutual Fund Return

WhiteOak Capital Mutual Fund manages assets worth 16366 crores and was set up on 2018-07-03. Its current offering of mutual fund schemes includes 30 debt, 36 equity, 8 hybrid funds. The company is led by its CEO Aashish P Somaiyaa.

98

Schemes

₹ 16,366 Cr

Total AUM

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  • Equity Funds
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  • Tax Saver
  • Hybrid
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₹500+

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WhiteOak Mutual Fund Interest Rates and Returns 2025

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Fund name1 Year ReturnsReturns Till Today
WhiteOak Capital Ultra Short Duration Fund Direct (G)7.42%5.664%
WhiteOak Capital Balanced Hybrid Fund Direct (G)13.17%17.897%
WhiteOak Capital Balanced Advantage Fund Direct (G)15.17%17.852%
WhiteOak Capital Banking & Financial Services Fund Direct (G)-10.86%
WhiteOak Capital Large & Mid Cap Fund Direct (G)17.51%19.116%
WhiteOak Capital Multi Asset Allocation Fund Direct (G)19.46%18.497%
WhiteOak Capital Arbitrage Fund Direct (G)-3%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct (G)--2.33%
WhiteOak Capital Large Cap Fund Direct (G)17.58%17.68%
WhiteOak Capital Quality Equity Fund Direct (G)-1.26%
WhiteOak Capital Digital Bharat Fund Direct (G)--2.53%
WhiteOak Capital ELSS Tax Saver Fund Direct (G)20.77%25.179%
WhiteOak Capital Flexi Cap Fund Direct (G)17.18%22.389%
WhiteOak Capital Mid Cap Fund Direct (G)18.54%27.836%
WhiteOak Capital Pharma and Healthcare Fund Direct (G)-30.93%
WhiteOak Capital Multi Cap Fund Direct (G)18.94%27.729%
WhiteOak Capital Special Opportunities Fund Direct (G)-17.07%
WhiteOak Capital Liquid Fund Direct (G)7.35%5.386%
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