Home > Mutual Funds > Fund Houses > WhiteOak Capital Mutual Fund
Rolling SIP returns
Rolling SWP returns
Rolling SIP returns with 10% step-up
Rolling SWP returns with 10% step-up
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 02-Nov-2025.
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WhiteOak Capital Mutual Fund funds
Fundwise SIP and SWP returns
Rolling SIP returns
| Fund | Any 1Y SIP | Any 3Y SIP | Any 5Y SIP |
|---|---|---|---|
| Whiteoak Capital Ultra Short Duration Fund | 5.6% | 6.09% | 6.27% |
| Whiteoak Capital ELSS Tax Saver Fund | 33.16% | 22.01% | 0% |
| Whiteoak Capital Flexi Cap Fund | 30.55% | 19.84% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 9.8% | 0% | 0% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 16.62% | 0% | 0% |
| Whiteoak Capital Multi Cap Fund | 13.49% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 16.56% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 15.44% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.13% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 9.26% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 18.31% | 0% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.47% | 0% | 0% |
| Whiteoak Capital Digital Bharat Fund | 13.44% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.59% | 5.76% | 5.9% |
| Whiteoak Capital Mid Cap Fund | 39.79% | 26.22% | 0% |
| Whiteoak Capital Large Cap Fund | 27.11% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
Rolling SWP returns
| Fund | Any 1Y SWP | Any 3Y SWP | Any 5Y SWP |
|---|---|---|---|
| Whiteoak Capital Ultra Short Duration Fund | 5.34% | 4.74% | 4.83% |
| Whiteoak Capital ELSS Tax Saver Fund | 35.45% | 23.43% | 0% |
| Whiteoak Capital Flexi Cap Fund | 29.87% | 21.97% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 19.48% | 0% | 0% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 21.88% | 0% | 0% |
| Whiteoak Capital Multi Cap Fund | 30.15% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 8.59% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 39.66% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.7% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 17.62% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 17.82% | 0% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.8% | 0% | 0% |
| Whiteoak Capital Digital Bharat Fund | -1.42% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.69% | 4.35% | 4.21% |
| Whiteoak Capital Mid Cap Fund | 37.77% | 27.81% | 0% |
| Whiteoak Capital Large Cap Fund | 29.39% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
| Fund | Any 1Y SIP | Any 3Y Step-up SIP | Any 5Y Step-up SIP |
|---|---|---|---|
| Whiteoak Capital Ultra Short Duration Fund | 5.6% | 6.12% | 6.36% |
| Whiteoak Capital ELSS Tax Saver Fund | 33.16% | 21.73% | 0% |
| Whiteoak Capital Flexi Cap Fund | 30.55% | 19.58% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 9.8% | 0% | 0% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 16.62% | 0% | 0% |
| Whiteoak Capital Multi Cap Fund | 13.49% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 16.56% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 15.44% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.13% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 9.26% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 18.31% | 0% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.47% | 0% | 0% |
| Whiteoak Capital Digital Bharat Fund | 13.44% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.59% | 5.8% | 5.99% |
| Whiteoak Capital Mid Cap Fund | 39.79% | 25.91% | 0% |
| Whiteoak Capital Large Cap Fund | 27.11% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
Rolling SWP returns with 10% step-up
| Fund | Any 1Y SWP | Any 3Y Step-up SWP | Any 5Y Step-up SWP |
|---|---|---|---|
| Whiteoak Capital Ultra Short Duration Fund | 5.34% | 4.76% | 4.86% |
| Whiteoak Capital ELSS Tax Saver Fund | 35.45% | 23.69% | 0% |
| Whiteoak Capital Flexi Cap Fund | 29.87% | 22.2% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 19.48% | 0% | 0% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 21.88% | 0% | 0% |
| Whiteoak Capital Multi Cap Fund | 30.15% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 8.59% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 39.66% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.7% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 17.62% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 17.82% | 0% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.8% | 0% | 0% |
| Whiteoak Capital Digital Bharat Fund | -1.42% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.69% | 4.37% | 4.32% |
| Whiteoak Capital Mid Cap Fund | 37.77% | 28.12% | 0% |
| Whiteoak Capital Large Cap Fund | 29.39% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
Note:N.A. in returns indicate that the fund does not have sufficient history.
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Note: NAVs and returns updated on 02-Nov-2025.
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