Best WhiteOak Capital Mutual Funds in 2025
Fundwise SIP and SWP returns
Rolling SIP returns
| Fund | Any 1Y SIP | Any 3Y SIP | Any 5Y SIP |
|---|---|---|---|
| Whiteoak Capital Flexi Cap Fund | 29.23% | 20.03% | 0% |
| Whiteoak Capital Multi Cap Fund | 14.82% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 15.57% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.7% | 5.83% | 5.93% |
| Whiteoak Capital Ultra Short Duration Fund | 5.7% | 6.16% | 6.32% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 13.53% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 9.78% | 0% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 10.25% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 15.75% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 17.29% | 0% | 0% |
| Whiteoak Capital Mid Cap Fund | 38.07% | 26.41% | 0% |
| Whiteoak Capital Digital Bharat Fund | 19.1% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.13% | 0% | 0% |
| Whiteoak Capital ELSS Tax Saver Fund | 31.86% | 21.99% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.72% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 18.86% | 0% | 0% |
| Whiteoak Capital Large Cap Fund | 24.65% | 0% | 0% |
Rolling SWP returns
| Fund | Any 1Y SWP | Any 3Y SWP | Any 5Y SWP |
|---|---|---|---|
| Whiteoak Capital Flexi Cap Fund | 26.3% | 21.8% | 0% |
| Whiteoak Capital Multi Cap Fund | 26.41% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 21.05% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.76% | 4.46% | 4.33% |
| Whiteoak Capital Ultra Short Duration Fund | 5.38% | 4.85% | 4.88% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 6.24% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 15.85% | 0% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 13.5% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 34.4% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 9.01% | 0% | 0% |
| Whiteoak Capital Mid Cap Fund | 34.36% | 28.13% | 0% |
| Whiteoak Capital Digital Bharat Fund | 6.14% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.67% | 0% | 0% |
| Whiteoak Capital ELSS Tax Saver Fund | 33.37% | 23.19% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.44% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 16.68% | 0% | 0% |
| Whiteoak Capital Large Cap Fund | 28.68% | 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 Flexi Cap Fund | 29.23% | 19.81% | 0% |
| Whiteoak Capital Multi Cap Fund | 14.82% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 15.57% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.7% | 5.88% | 6.02% |
| Whiteoak Capital Ultra Short Duration Fund | 5.7% | 6.2% | 6.39% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 13.53% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 9.78% | 0% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 10.25% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 15.75% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 17.29% | 0% | 0% |
| Whiteoak Capital Mid Cap Fund | 38.07% | 26.11% | 0% |
| Whiteoak Capital Digital Bharat Fund | 19.1% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.13% | 0% | 0% |
| Whiteoak Capital ELSS Tax Saver Fund | 31.86% | 21.77% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.72% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 18.86% | 0% | 0% |
| Whiteoak Capital Large Cap Fund | 24.65% | 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 Flexi Cap Fund | 26.3% | 21.97% | 0% |
| Whiteoak Capital Multi Cap Fund | 26.41% | 0% | 0% |
| Whiteoak Capital Equity Savings Fund | 0% | 0% | 0% |
| Whiteoak Capital Balanced Advantage Fund | 21.05% | 0% | 0% |
| Whiteoak Capital Liquid Fund | 5.76% | 4.47% | 4.38% |
| Whiteoak Capital Ultra Short Duration Fund | 5.38% | 4.87% | 4.91% |
| Whiteoak Capital Esg Best In Class Strategy Fund | 6.24% | 0% | 0% |
| Whiteoak Capital Balanced Hybrid Fund | 15.85% | 0% | 0% |
| Whiteoak Capital Large Mid Cap Fund | 13.5% | 0% | 0% |
| Whiteoak Capital Quality Equity Fund | 0% | 0% | 0% |
| Whiteoak Capital Pharma And Heathcare Fund | 34.4% | 0% | 0% |
| Whiteoak Capital Special Opportunities Fund | 9.01% | 0% | 0% |
| Whiteoak Capital Mid Cap Fund | 34.36% | 28.35% | 0% |
| Whiteoak Capital Digital Bharat Fund | 6.14% | 0% | 0% |
| Whiteoak Capital Arbitrage Fund | 7.67% | 0% | 0% |
| Whiteoak Capital ELSS Tax Saver Fund | 33.37% | 23.39% | 0% |
| Whiteoak Capital Multi Asset Allocation Fund | 18.44% | 0% | 0% |
| Whiteoak Capital Banking Financial Services Fund | 16.68% | 0% | 0% |
| Whiteoak Capital Large Cap Fund | 28.68% | 0% | 0% |
Note:N.A. in returns indicate that the fund does not have sufficient history.
Frequently Asked Questions (FAQs) regarding WhiteOak Capital Mutual Fund
What is WhiteOak Capital Mutual Fund?
WhiteOak Capital Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.
How big is WhiteOak Capital Mutual Fund?
WhiteOak Capital Mutual Fund offers 19 funds in total across various categories.
How safe are mutual funds offered by WhiteOak Capital Mutual Fund?
Mutual Funds from WhiteOak Capital Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.
What returns are given by the mutual funds offered by WhiteOak Capital Mutual Fund?
Mutual Funds from WhiteOak Capital Mutual Fund have given an average 17.39% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much returns are given by the best mutual funds offered by WhiteOak Capital Mutual Fund?
The five best mutual Funds from WhiteOak Capital Mutual Fund have given an average 17.39% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.
How much SIP returns are given by the best mutual funds offered by WhiteOak Capital Mutual Fund?
The five best mutual Funds from WhiteOak Capital Mutual Fund have given an average 16.35% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.
How much SWP returns are given by the best mutual funds offered by WhiteOak Capital Mutual Fund?
The five best mutual Funds from WhiteOak Capital Mutual Fund have given an average 18.68% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.
How can I invest in WhiteOak Capital Mutual Fund mutual funds?
You can invest in WhiteOak Capital Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.
How can I redeem my investments from WhiteOak Capital Mutual Fund?
Redemption of WhiteOak Capital Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.
Does WhiteOak Capital Mutual Fund charge any fees or expenses?
Yes. Mutual funds managed by WhiteOak Capital Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.
Is a PAN and KYC mandatory to invest in WhiteOak Capital Mutual Fund mutual funds?
Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by WhiteOak Capital Mutual Fund.
Where can I view the performance and NAV of WhiteOak Capital Mutual Fund funds?
You can check the latest NAVs and performance data of all WhiteOak Capital Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.
Does WhiteOak Capital Mutual Fund offer SIP (Systematic Investment Plan) options?
Yes. WhiteOak Capital Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.
Does WhiteOak Capital Mutual Fund offer SWP (Systematic Withdrawal Plan) options?
Yes. WhiteOak Capital Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.
What is the minimum investment amount in WhiteOak Capital Mutual Fund mutual funds?
The minimum investment amount in WhiteOak Capital Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.
How are mutual fund returns from WhiteOak Capital Mutual Fund taxed?
Taxation of funds from WhiteOak Capital Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.
How can I contact WhiteOak Capital Mutual Fund for support or queries?
You can reach WhiteOak Capital Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.
Explore All Funds Belonging to different AMCs
Aditya Birla Sun Life Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund DSP Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund HDFC Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund quant Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund JM Financial Mutual Fund Choice Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual FundExplore Different Categories of Mutual Funds
Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or BothDisclaimer: 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 23-Nov-2025.
What's next? You can join the Arthgyaan WhatsApp community
You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.For resident Indians 🇮🇳:
For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬: To understand how this article can help you:
If you have a comment or question about this article
The following button will open a form with the link of this page populated for context:If you liked this article, please leave us a rating
The following button will take you to Trustpilot:Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator
Latest articles:
Published: 9 November 2025
7 MIN READ
Topics you will like:
Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (36) Case Study (7) Children (22) Choosing Investments (40) FAQ (20) FIRE (19) Fixed Deposit (10) Free Planning Tool (16) Gold (29) Health Insurance (8) House Purchase (43) Index Funds (6) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (28) Mutual Funds (87) NPS (17) NRI (44) News (38) Pension (11) Portfolio Construction (61) Portfolio Review (32) Reader Questions (9) Real Estate (16) Research (6) Retirement (44) Return to India (8) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (6) Set Goals (28) Step by step (15) Stock Investing (5) Tax (107)Next steps:
1. Email me with any questions.
2. Use our goal-based investing template to prepare a financial plan for yourself.Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.
Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.
More posts...Disclaimer: Content on this site is for educational purpose only and is not financial advice. Nothing on this site should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.
This post titled Best WhiteOak Capital Mutual Funds in 2025 first appeared on at https://arthgyaan.com
We are currently at 563 posts and growing fast. Search this site: Copyright © 2021-2025 Arthgyaan.com. All rights reserved.