WhiteOak Capital Mutual Funds
WhiteOak Capital runs 21 direct-plan schemes that we currently track — 13 equity, 6 hybrid, 2 debt. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.
Its strongest 5-year performer is WhiteOak Capital Ultra Short Term Fund - Direct Plan - Growth Option at 6.4% CAGR, against a house-wide median of 6.3%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.
Showing 21 of 21 schemes · sorted by Y5 low to high · page 1 of 1
- WhiteOak Capital Liquid Fund - Direct Plan - Growth OptionWhiteOak Capital · Debt₹1,528.15#11Y+6.44%3Y+6.85%5Y+6.23%10Y—
- WhiteOak Capital Ultra Short Term Fund - Direct Plan - Growth OptionWhiteOak Capital · Debt₹1,526.44#21Y+6.38%3Y+7.01%5Y+6.37%10Y—
- WhiteOak Capital Flexi Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹18.30#31Y-0.16%3Y+13.14%5Y—10Y—
- WhiteOak Capital Mid Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹22.43#41Y+8.68%3Y+20.03%5Y—10Y—
- WhiteOak Capital ELSS Tax Saver Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹18.47#51Y+0.12%3Y+14.60%5Y—10Y—
- WhiteOak Capital Large Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹14.96#61Y-5.08%3Y+11.61%5Y—10Y—
- WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹15.20#71Y+0.59%3Y+10.81%5Y—10Y—
- WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹16.43#81Y+7.61%3Y+16.28%5Y—10Y—
- WhiteOak Capital Multi Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹16.27#91Y+3.05%3Y+16.98%5Y—10Y—
- WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹13.60#101Y+0.84%3Y+10.71%5Y—10Y—
- WhiteOak Capital Large & Mid Cap Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹13.62#111Y-0.55%3Y—5Y—10Y—
- WhiteOak Capital Banking & Financial Services Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹12.96#121Y-0.22%3Y—5Y—10Y—
- WhiteOak Capital Pharma and Healthcare Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹16.98#131Y+17.38%3Y—5Y—10Y—
- WhiteOak Capital Special Opportunities Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹14.64#141Y+10.11%3Y—5Y—10Y—
- WhiteOak Capital Arbitrage Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹11.59#151Y+7.21%3Y—5Y—10Y—
- WhiteOak Capital Digital Bharat Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹10.02#161Y-5.38%3Y—5Y—10Y—
- WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹9.80#171Y-8.14%3Y—5Y—10Y—
- WhiteOak Capital Quality Equity Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹9.89#181Y-6.84%3Y—5Y—10Y—
- WhiteOak Capital Equity Savings Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹11.69#191Y+4.88%3Y—5Y—10Y—
- WhiteOak Capital Consumption Opportunities Fund - Direct Plan - Growth OptionWhiteOak Capital · Equity₹9.92#201Y—3Y—5Y—10Y—
- WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹10.11#211Y—3Y—5Y—10Y—
WhiteOak Capital mutual funds — frequently asked questions
Which WhiteOak Capital mutual fund has given the best 5-year return?
WhiteOak Capital Ultra Short Term Fund - Direct Plan - Growth Option is WhiteOak Capital's best-performing scheme over five years, with a CAGR of 6.4%. This reflects historical NAV growth and is not a forecast.
How many mutual fund schemes does WhiteOak Capital offer?
We track 21 direct-plan WhiteOak Capital schemes with a recent NAV, spread across 3 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.
Are these WhiteOak Capital returns before or after expenses?
After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.