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whiteoak mutual fund

WhiteOak Mutual Fund Return

WhiteOak Capital Mutual Fund manages assets worth 15679 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

₹ 15,679 Cr

Total AUM

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  • Equity Funds
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  • Tax Saver
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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 Multi Asset Allocation Fund Direct (G)19.23%18.995%
WhiteOak Capital Ultra Short Duration Fund Direct (G)7.43%5.649%
WhiteOak Capital Banking & Financial Services Fund Direct (G)-18.57%
WhiteOak Capital Balanced Advantage Fund Direct (G)20.38%20.887%
WhiteOak Capital Large & Mid Cap Fund Direct (G)30.61%31.127%
WhiteOak Capital Balanced Hybrid Fund Direct (G)18.70%23.133%
WhiteOak Capital Large Cap Fund Direct (G)25.96%21.734%
WhiteOak Capital Arbitrage Fund Direct (G)-2.24%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct (G)-3.67%
WhiteOak Capital Liquid Fund Direct (G)7.36%5.364%
WhiteOak Capital Mid Cap Fund Direct (G)38.90%35.477%
WhiteOak Capital Flexi Cap Fund Direct (G)28.54%27.371%
WhiteOak Capital ELSS Tax Saver Fund Direct (G)33.66%31.114%
WhiteOak Capital Multi Cap Fund Direct (G)33.82%39.003%
WhiteOak Capital Special Opportunities Fund Direct (G)-28.68%
WhiteOak Capital Pharma and Healthcare Fund Direct (G)-41.07%
WhiteOak Capital Digital Bharat Fund Direct (G)-9.71%
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