WhiteOak Capital Equity Funds
Updated September 2026 · 13 active funds · data from AMFI NAVs
WhiteOak Capital runs 13 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare WhiteOak Capital's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
82% of the 11 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | +13.17% | +21.55% | - | 1.06 | -19.3% | 0.86% | ₹4.5K Cr |
| 2 | WhiteOak Capital Multi Cap Fund WhiteOak Capital | +6.41% | +18.34% | - | 0.83 | -16.9% | 1.04% | ₹3.0K Cr |
| 3 | WhiteOak Capital ELSS Tax Saver Fund WhiteOak Capital | +3.18% | +15.99% | - | 0.77 | -16.4% | 0.87% | ₹435 Cr |
| 4 | WhiteOak Capital Flexi Cap Fund WhiteOak Capital | +3.25% | +14.40% | - | 0.74 | -15.6% | 0.81% | ₹7.2K Cr |
| 5 | WhiteOak Capital Large Cap Fund WhiteOak Capital | -1.05% | +12.82% | - | 0.63 | -15.2% | 0.72% | ₹1.1K Cr |
| 6 | WhiteOak Capital Pharma and Heathcare Fund WhiteOak Capital | +25.43% | - | - | 1.03 | -15.4% | - | ₹524 Cr |
| 7 | WhiteOak Capital Special Opportunities Fund WhiteOak Capital | +13.21% | - | - | 0.53 | -17.0% | 3.26% | ₹1.4K Cr |
| 8 | Whiteoak Capital Large & Mid Cap Fund WhiteOak Capital | +4.14% | - | - | 0.57 | -16.0% | 1.02% | ₹2.1K Cr |
| 9 | WhiteOak Capital Banking & Financial Services Fund WhiteOak Capital | +2.57% | - | - | 0.49 | -16.2% | 0.73% | ₹567 Cr |
| 10 | WhiteOak Capital Quality Equity Fund WhiteOak Capital | -2.76% | - | - | -0.12 | -16.4% | 0.73% | ₹625 Cr |
| 11 | WhiteOak Capital Digital Bharat Fund WhiteOak Capital | -3.43% | - | - | 0.10 | -25.5% | 0.81% | ₹414 Cr |
| 12 | WhiteOak Capital ESG Best - In - Class Strategy Fund WhiteOak Capital | -4.31% | - | - | -0.15 | -17.2% | 0.74% | ₹58 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.