WhiteOak Capital Mutual Fund

As of 31 Jan 2024, fund size of WhiteOak Capital Liquid Fund is 246.96 Cr.

The average category Returns for Liquid funds under Debt class are 4.40% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

WhiteOak Capital Liquid Fund has given 6.02% annualized return for the last 3 years. The funds SIP returns during the same period is 6.77%

At present WhiteOak Capital Liquid Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Large Cap Fund is 391.11 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

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At present WhiteOak Capital Large Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Ultra Short Term Fund is 253.63 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 4.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

WhiteOak Capital Ultra Short Term Fund has given 5.57% annualized return for the last 3 years. The funds SIP returns during the same period is 6.33%

At present WhiteOak Capital Ultra Short Term Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Flexi Cap Fund is 2,986.16 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

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At present WhiteOak Capital Flexi Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital ELSS Tax Saver is 144.18 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

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At present WhiteOak Capital ELSS Tax Saver has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Whiteoak Capital Balanced Advantage Fund is 821.7 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

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At present Whiteoak Capital Balanced Advantage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Liquid Fund is 246.96 Cr.

The average category Returns for Liquid funds under Debt class are 4.40% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

WhiteOak Capital Liquid Fund has given 6.02% annualized return for the last 3 years. The funds SIP returns during the same period is 6.77%

At present WhiteOak Capital Liquid Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Large Cap Fund is 391.11 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

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At present WhiteOak Capital Large Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Ultra Short Term Fund is 253.63 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 4.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

WhiteOak Capital Ultra Short Term Fund has given 5.57% annualized return for the last 3 years. The funds SIP returns during the same period is 6.33%

At present WhiteOak Capital Ultra Short Term Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital Flexi Cap Fund is 2,986.16 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

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At present WhiteOak Capital Flexi Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of WhiteOak Capital ELSS Tax Saver is 144.18 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

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At present WhiteOak Capital ELSS Tax Saver has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Whiteoak Capital Balanced Advantage Fund is 821.7 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

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At present Whiteoak Capital Balanced Advantage Fund has not been rated by us.

Not Rated