WhiteOak Capital Mutual Fund
22 schemes · 5 managers · 17 categories
- Funds
- 22
- Default share classes
- AUM
- ₹44,718 Cr
- 31 Aug 2026
- Median 1Y
- +4.2%
- Across house schemes
- Volatility
- Medium
- 13.0% median
House read
Aggregate picture across default share classes from this AMC: corpus, median returns, and evidence statuses.
- Median 3Y
- +12.9%
- Trailing CAGR
- Median TER
- 0.91%
- Expense ratio
- Managers
- 5
- 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
4
Monitor
- ReviewReview
3
Review
- Insufficient historyInsufficient history
3
Unset
Categories
Where this house concentrates schemes and corpus.
- Equity Schemes - Flexi Cap Fund
EQUITY · 1 scheme
₹9,136 Cr
- Hybrid Schemes - Multi Asset Allocation Fund
HYBRID · 1 scheme
₹8,187 Cr
- Equity Schemes - Mid Cap Fund
EQUITY · 1 scheme
₹7,485 Cr
- Equity Schemes - Multi Cap Fund
EQUITY · 1 scheme
₹4,134 Cr
- Equity Schemes - Thematic Fund
EQUITY · 4 schemes
₹2,745 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
- 17.46
- Direct · Growth
- 1Y
- +22.7%
- Doing its job
- Volatility
- Medium
- 14.3% annualized
WhiteOak Capital Mid Cap Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Mid Cap Fund
- NAV
- 22.93
- Direct · Growth
- 1Y
- +11.9%
- Doing its job
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Special Opportunities Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 14.818
- Direct · Growth
- 1Y
- +11.4%
- Doing its job
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Multi Asset Allocation Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Multi Asset Allocation Fund
- NAV
- 16.621
- Direct · Growth
- 1Y
- +11.3%
- Doing its job
- Volatility
- Low
- 5.6% annualized
Worth a closer look
Schemes currently marked Review against their category peers.
WhiteOak Capital Digital Bharat Fund
ReviewWhiteOak Capital Mutual Fund · Equity Schemes - Sectoral Fund
- NAV
- 10.44
- Direct · Growth
- 1Y
- -1.6%
- Closer look
- Volatility
- High
- 19.1% annualized
WhiteOak Capital Quality Equity Fund
ReviewWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 10.277
- Direct · Growth
- 1Y
- -3.9%
- Closer look
- Volatility
- Medium
- 12.1% annualized
WhiteOak Capital ESG Best-In-Class Strategy Fund
ReviewWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 10.124
- Direct · Growth
- 1Y
- -5.5%
- Closer look
- Volatility
- Medium
- 13.3% annualized
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
- 10.243
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- n/a
- History still thin
WhiteOak Capital Consumption Opportunities Fund
Insufficient historyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 10.17
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- Medium
- 14.9% annualized
WhiteOak Capital Dividend Yield Fund
Insufficient historyWhiteOak Capital Mutual Fund · Equity Schemes - Dividend Yield Fund
- NAV
- 10.093
- Direct · Growth
- 1Y
- n/a
- History still thin for a status read
- Volatility
- n/a
- History still thin
WhiteOak Capital Pharma and Healthcare Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Sectoral Fund
- NAV
- 17.46
- Direct · Growth
- 1Y
- +22.7%
- Doing its job
- Volatility
- Medium
- 14.3% annualized
WhiteOak Capital Mid Cap Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Mid Cap Fund
- NAV
- 22.93
- Direct · Growth
- 1Y
- +11.9%
- Doing its job
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Special Opportunities Fund
HealthyWhiteOak Capital Mutual Fund · Equity Schemes - Thematic Fund
- NAV
- 14.818
- Direct · Growth
- 1Y
- +11.4%
- Doing its job
- Volatility
- Medium
- 14.7% annualized
WhiteOak Capital Multi Asset Allocation Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Multi Asset Allocation Fund
- NAV
- 16.621
- Direct · Growth
- 1Y
- +11.3%
- Doing its job
- Volatility
- Low
- 5.6% annualized
WhiteOak Capital Arbitrage Fund
HealthyWhiteOak Capital Mutual Fund · Hybrid Schemes - Arbitrage Fund
- NAV
- 11.521
- Direct · Growth
- 1Y
- +7.1%
- Doing its job
- Volatility
- Low
- 1.1% annualized