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whiteoak mutual fund

WhiteOak Mutual Fund Return

WhiteOak Capital Mutual Fund manages assets worth 24118 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

₹ 24,118 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)7.45%5.841%
WhiteOak Capital Liquid Fund Direct (G)6.93%5.505%
WhiteOak Capital Balanced Advantage Fund Direct (G)6.09%16.575%
WhiteOak Capital Large & Mid Cap Fund Direct (G)2.51%18.056%
WhiteOak Capital Banking & Financial Services Fund Direct (G)11.22%15.478%
WhiteOak Capital Balanced Hybrid Fund Direct (G)4.24%15.769%
WhiteOak Capital Multi Asset Allocation Fund Direct (G)15.00%18.192%
WhiteOak Capital Large Cap Fund Direct (G)1.86%16.657%
WhiteOak Capital Arbitrage Fund Direct (G)-7.3%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct (G)-5.01%
WhiteOak Capital Quality Equity Fund Direct (G)-5.31%
WhiteOak Capital Flexi Cap Fund Direct (G)2.70%20.63%
WhiteOak Capital Mid Cap Fund Direct (G)4.22%26.047%
WhiteOak Capital ELSS Tax Saver Fund Direct (G)4.30%22.734%
WhiteOak Capital Special Opportunities Fund Direct (G)7.73%23.707%
WhiteOak Capital Pharma and Healthcare Fund Direct (G)11.86%24.658%
WhiteOak Capital Equity Savings Fund Direct (G)-8.86%
WhiteOak Capital Multi Cap Fund Direct (G)5.31%24.527%
WhiteOak Capital Digital Bharat Fund Direct (G)-4.03%
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