WhiteOak Capital Mutual Fund: equity and index funds
14 schemes in 8 categories; 8 of 10 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.
Sectoral/Thematic (14 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Banking & Financial Services FundThematic: Banking & Financials · 2.7 yrs | – | 0.6% | – | – | 1.08% | ₹651 cr |
| WhiteOak Capital Banking & Financial Services FundThematic: Banking & Financials · 2.7 yrs | – | -1.1% | – | – | 2.76% | ₹651 cr |
| WhiteOak Capital Consumption Opportunities FundThematic: Consumption · 0.7 yrs | – | – | – | – | 1.08% | ₹133 cr |
| WhiteOak Capital Consumption Opportunities FundThematic: Consumption · 0.7 yrs | – | – | – | – | 2.74% | ₹133 cr |
| WhiteOak Capital Digital Bharat FundThematic: Technology · 2.1 yrs | – | -0.9% | – | – | 1.32% | ₹499 cr |
| WhiteOak Capital Digital Bharat FundThematic: Technology · 2.1 yrs | – | -2.6% | – | – | 3.06% | ₹499 cr |
| WhiteOak Capital ESG Best-In-Class Strategy FundThematic: ESG · 2.0 yrs | – | -3.4% | – | – | 1.00% | ₹52 cr |
| WhiteOak Capital ESG Best-In-Class Strategy FundThematic: ESG · 2.0 yrs | – | -5.0% | – | – | 2.65% | ₹52 cr |
| WhiteOak Capital Pharma and Healthcare FundThematic: Pharma & Healthcare · 2.7 yrs | – | 21.3% | – | – | 1.06% | ₹858 cr |
| WhiteOak Capital Pharma and Healthcare FundThematic: Pharma & Healthcare · 2.7 yrs | – | 19.2% | – | – | 2.71% | ₹858 cr |
| WhiteOak Capital Quality Equity FundThematic: Other Themes · 1.8 yrs | – | -2.1% | – | – | 1.02% | ₹613 cr |
| WhiteOak Capital Quality Equity FundThematic: Other Themes · 1.8 yrs | – | -3.7% | – | – | 2.67% | ₹613 cr |
| WhiteOak Capital Special Opportunities FundThematic: Other Themes · 2.4 yrs | – | 11.3% | – | – | 1.40% | ₹1,870 cr |
| WhiteOak Capital Special Opportunities FundThematic: Other Themes · 2.4 yrs | – | 9.6% | – | – | 2.84% | ₹1,870 cr |
Dividend Yield (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Dividend Yield FundDividend Yield · 0.2 yrs | – | – | – | – | 1.60% | ₹114 cr |
| WhiteOak Capital Dividend Yield FundDividend Yield · 0.2 yrs | – | – | – | – | 2.88% | ₹114 cr |
ELSS (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital ELSS Tax Saver FundELSS · 4.1 yrs | A+ | 2.5% | 17.0% | +5.0% | 0.88% | ₹494 cr |
| WhiteOak Capital ELSS Tax Saver FundELSS · 4.1 yrs | A | 0.8% | 15.0% | +3.0% | 2.60% | ₹494 cr |
Flexi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Flexi Cap FundFlexi Cap · 4.3 yrs | B | 2.5% | 15.5% | +3.5% | 0.84% | ₹9,275 cr |
| WhiteOak Capital Flexi Cap FundFlexi Cap · 4.3 yrs | B | 1.2% | 13.9% | +1.9% | 2.04% | ₹9,275 cr |
Large & Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap FundLarge & Mid Cap · 2.9 yrs | – | 3.3% | – | – | 0.89% | ₹2,449 cr |
| WhiteOak Capital Large & Mid Cap FundLarge & Mid Cap · 2.9 yrs | – | 1.8% | – | – | 2.34% | ₹2,449 cr |
Large Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Large Cap FundLarge Cap · 3.9 yrs | A+ | 0.7% | 14.9% | +3.9% | 0.92% | ₹1,251 cr |
| WhiteOak Capital Large Cap FundLarge Cap · 3.9 yrs | A | -0.9% | 13.1% | +2.0% | 2.46% | ₹1,251 cr |
Mid Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap FundMid Cap · 4.2 yrs | A | 7.9% | 21.4% | +6.1% | 0.95% | ₹7,096 cr |
| WhiteOak Capital Mid Cap FundMid Cap · 4.2 yrs | A | 6.5% | 19.6% | +4.4% | 2.25% | ₹7,096 cr |
Multi Cap (2 plans)
| Fund | Rating | 1Y return | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|---|
| WhiteOak Capital Multi Cap FundMulti Cap · 3.1 yrs | A | 4.1% | 18.8% | +5.9% | 0.89% | ₹4,222 cr |
| WhiteOak Capital Multi Cap FundMulti Cap · 3.1 yrs | A | 2.7% | 17.0% | +4.1% | 2.22% | ₹4,222 cr |
Common questions
How many equity funds does WhiteOak Capital Mutual Fund have?
14 equity and index schemes (28 plans, Regular and Direct) across 8 categories, as of 5 Nov 2026.
How do WhiteOak Capital Mutual Fund funds rate?
8 of 10 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.
Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.