WhiteOak Capital Mutual Fund
22 schemes · 6 managers · 17 categories
- Funds
- 22
- Default share classes
- AUM
- ₹47,652 Cr
- 30 Sept 2026
- Median 1Y
- -0.5%
- Across house schemes
- Volatility
- Medium
- 12.8% median
House read
Aggregate picture across default share classes from this AMC: corpus, median returns, and evidence statuses.
- Median 3Y
- +14.3%
- Trailing CAGR
- Median TER
- 0.97%
- Expense ratio
- Managers
- 6
- Named current managers
- Categories
- 17
- Peer groups covered
Evidence mix
How schemes from this house currently read against their category peers.
- HealthyHealthy
12
Healthy
- MonitorMonitor
6
Monitor
- ReviewReview
1
Review
- Insufficient historyInsufficient history
3
Unset
Categories
Where this house concentrates schemes and corpus.
- Equity Schemes - Flexi Cap Fund
EQUITY · 1 scheme
₹9,898 Cr
- Hybrid Schemes - Multi Asset Allocation Fund
HYBRID · 1 scheme
₹9,717 Cr
- Equity Schemes - Mid Cap Fund
EQUITY · 1 scheme
₹8,400 Cr
- Equity Schemes - Multi Cap Fund
EQUITY · 1 scheme
₹4,610 Cr
- Equity Schemes - Thematic Fund
EQUITY · 4 schemes
₹2,954 Cr
Leading schemes
Healthy reads with stronger recent evidence inside this house.
WhiteOak Capital Pharma and Healthcare Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Sectoral Fund
- NAV
- 17.292
- Direct · Growth
- 1Y
- +18.3%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Medium
- 14.5% annualized
WhiteOak Capital Special Opportunities Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 14.567
- Direct · Growth
- 1Y
- +7.2%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Arbitrage Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Arbitrage Fund
- NAV
- 11.602
- Direct · Growth
- 1Y
- +7.1%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Low
- 1.1% annualized
WhiteOak Capital Multi Asset Allocation Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Multi Asset Allocation Fund
- NAV
- 16.303
- Direct · Growth
- 1Y
- +6.0%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Low
- 5.6% annualized
Worth a closer look
Schemes currently marked Review against their category peers.
All schemes
Search, filter, and sort default share classes from WhiteOak Capital Mutual Fund.
22 schemes from WhiteOak Capital Mutual Fund
WhiteOak Capital Aggressive Hybrid Fund
Insufficient historyWhiteOak Capital Mutual Fund · Hybrid Schemes - Aggressive Hybrid Fund
- NAV
- 10.132
- Direct · Growth
- 1Y
- n/a
- Too thin to judge - lean on older peers or an index
- Volatility
- Medium
- 8.2% annualized
WhiteOak Capital Consumption Opportunities Fund
Insufficient historyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 9.912
- Direct · Growth
- 1Y
- n/a
- Too thin to judge - lean on older peers or an index
- Volatility
- Medium
- 15.0% annualized
WhiteOak Capital Dividend Yield Fund
Insufficient historyWhiteOak Capital Mutual Fund · Equity Schemes - Dividend Yield Fund
- NAV
- 9.764
- Direct · Growth
- 1Y
- n/a
- Too thin to judge - lean on older peers or an index
- Volatility
- n/a
- History still thin
WhiteOak Capital Pharma and Healthcare Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Sectoral Fund
- NAV
- 17.292
- Direct · Growth
- 1Y
- +18.3%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Medium
- 14.5% annualized
WhiteOak Capital Special Opportunities Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 14.567
- Direct · Growth
- 1Y
- +7.2%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Arbitrage Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Arbitrage Fund
- NAV
- 11.602
- Direct · Growth
- 1Y
- +7.1%
- Fit for a long SIP - evidence supports the shortlist
- Volatility
- Low
- 1.1% annualized
WhiteOak Capital Liquid Fund
MonitorWhiteOak Capital Mutual Fund · Income/Debt Oriented Schemes - Liquid Fund
- NAV
- 1,530.8178
- Direct · Growth
- 1Y
- +6.4%
- Watch before adding - compare peers first
- Volatility
- Low
- 0.2% annualized
WhiteOak Capital Ultra Short Term Fund
MonitorWhiteOak Capital Mutual Fund · Income/Debt Oriented Schemes - Ultra Short Term Fund
- NAV
- 1,527.3905
- Direct · Growth
- 1Y
- +6.2%
- Watch before adding - compare peers first
- Volatility
- Low
- 0.5% annualized