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WhiteOak Capital Mutual Fund - Schemes, NAV & Returns
WhiteOak Capital Mutual Fund offers one of India's most trusted and diversified investment platforms, with 78 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their jo... Read more
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WhiteOak Capital Mutual Fund FAQ'S
The core objective of WhiteOak Capital Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Equity, Debt, Hybrid schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
WhiteOak Capital Mutual Fund features a diverse lineup of 78 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is WhiteOak Capital Flexi Cap Fund Regular-Growth, which leads with Assets Under Management (AUM) of ₹6,890.27 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from WhiteOak Capital Mutual Fund based on historical returns include:
- WhiteOak Capital Pharma and Healthcare Fund Direct-Growth : Delivered 7.81% returns over a 3-month period.
- WhiteOak Capital Pharma and Healthcare Fund Direct-Growth : Achieved 5.96% returns over a 6-month horizon.
- WhiteOak Capital Pharma and Healthcare Fund Direct-Growth : Recorded 17.17% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the WhiteOak Capital Mutual Fund portfolio are:
- WhiteOak Capital Pharma and Healthcare Fund Direct-Growth : Generated 24.54% returns over a 2-year period.
- WhiteOak Capital Mid Cap Fund Direct-Growth : Posted 26.12% returns over a 3-year horizon.
- WhiteOak Capital Ultra Short Duration Fund Direct-Growth : Registered 6.16% returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from WhiteOak Capital Mutual Fund include:
- WhiteOak Capital Liquid Fund Direct-Growth : Delivered 5.47% returns over 7 years.
Across the active lineup of WhiteOak Capital Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: WhiteOak Capital ELSS Tax Saver Fund Regular-Growth features an expense ratio of 2.21%.
- Lowest Expense Ratio: WhiteOak Capital Liquid Fund Direct-Growth offers a lower expense ratio of 0.22%.
