WhiteOak Capital Mutual Fund - Schemes, NAV & Returns
WhiteOak Capital Mutual Fund offers one of India's most trusted and diversified investment platforms, with 90 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their jo...
WhiteOak Capital Mutual Fund offers one of India's most trusted and diversified investment platforms, with 90 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The WhiteOak Capital Flexi Cap Fund Direct-Growth leads the fund house with the highest AUM at ₹6,890.27 Cr, a testament to the scale of investor confidence it commands. With an average expense ratio of 1.11% across all schemes, WhiteOak Capital Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
Read more
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, Hybrid, Debt
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
90
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 Direct-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
16.16%
returns over a 3-month period.
WhiteOak Capital Pharma and Healthcare Fund Direct-Growth
: Achieved
24.37%
returns over a 6-month horizon.
WhiteOak Capital Pharma and Healthcare Fund Direct-Growth
: Recorded
15.75%
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
21.77%
returns over a 2-year period.
WhiteOak Capital Mid Cap Fund Direct-Growth
: Posted
23.50%
returns over a 3-year horizon.
WhiteOak Capital Ultra Short Duration Fund Direct-Growth
: Registered
6.34%
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 Ultra Short Duration Fund Direct-Growth
: Delivered
5.85%
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%.
