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whiteoak mutual fund

WhiteOak Mutual Fund Return

WhiteOak Capital Mutual Fund manages assets worth 23060 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

₹ 23,060 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)7.56%5.846%
WhiteOak Capital Liquid Fund Direct (G)7.03%5.503%
WhiteOak Capital Multi Asset Allocation Fund Direct (G)16.48%18.604%
WhiteOak Capital Balanced Advantage Fund Direct (G)8.23%17.194%
WhiteOak Capital Large & Mid Cap Fund Direct (G)4.65%18.964%
WhiteOak Capital Banking & Financial Services Fund Direct (G)12.86%16.659%
WhiteOak Capital Balanced Hybrid Fund Direct (G)6.16%16.482%
WhiteOak Capital Large Cap Fund Direct (G)3.92%17.15%
WhiteOak Capital Arbitrage Fund Direct (G)-6.93%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct (G)-4.75%
WhiteOak Capital Quality Equity Fund Direct (G)-4.16%
WhiteOak Capital Mid Cap Fund Direct (G)5.79%26.467%
WhiteOak Capital Flexi Cap Fund Direct (G)5.30%21.219%
WhiteOak Capital ELSS Tax Saver Fund Direct (G)7.24%23.483%
WhiteOak Capital Special Opportunities Fund Direct (G)11.59%25.639%
WhiteOak Capital Equity Savings Fund Direct (G)-7.82%
WhiteOak Capital Multi Cap Fund Direct (G)7.51%25.441%
WhiteOak Capital Pharma and Healthcare Fund Direct (G)22.09%26.804%
WhiteOak Capital Digital Bharat Fund Direct (G)-1.81%
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