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whiteoak mutual fund

WhiteOak Mutual Fund Return

WhiteOak Capital Mutual Fund manages assets worth 25144 crores and was set up on 2018-07-03. Its current offering of mutual fund schemes includes 36 equity, 30 debt, 10 hybrid funds. The company is led by its CEO Aashish P Somaiyaa.

100

Schemes

₹ 25,144 Cr

Total AUM

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  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
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Minimum Investment

₹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)7.35%5.835%
WhiteOak Capital Liquid Fund Direct (G)6.86%5.506%
WhiteOak Capital Multi Asset Allocation Fund Direct (G)15.79%18.92%
WhiteOak Capital Balanced Hybrid Fund Direct (G)5.59%16.948%
WhiteOak Capital Balanced Advantage Fund Direct (G)7.12%17.242%
WhiteOak Capital Banking & Financial Services Fund Direct (G)11.40%17.386%
WhiteOak Capital Large & Mid Cap Fund Direct (G)4.46%19.947%
WhiteOak Capital Arbitrage Fund Direct (G)7.30%7.402%
WhiteOak Capital Quality Equity Fund Direct (G)-7.88%
WhiteOak Capital Large Cap Fund Direct (G)3.72%17.838%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct (G)-8.1%
WhiteOak Capital Flexi Cap Fund Direct (G)4.13%21.632%
WhiteOak Capital ELSS Tax Saver Fund Direct (G)5.27%23.699%
WhiteOak Capital Multi Cap Fund Direct (G)6.83%26.081%
WhiteOak Capital Pharma and Healthcare Fund Direct (G)9.75%25.806%
WhiteOak Capital Mid Cap Fund Direct (G)5.67%27.106%
WhiteOak Capital Digital Bharat Fund Direct (G)-7.52%
WhiteOak Capital Special Opportunities Fund Direct (G)7.30%26.006%
WhiteOak Capital Equity Savings Fund Direct (G)-10.59%
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