Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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2 funds

ordered by size · names starting with W

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
WhiteOak Capital Liquid Fund WhiteOak Capital Asset Management Limited · Piyush Baranwal, since Mar 2021	Liquid	₹1,522.78 21 Sep 2026	6.4%	6.9%	₹706 Cr	0.12% Regular 0.23%	beat peers in 0% of 3-yr windows57 windows
WhiteOak Capital Ultra Short Term Fund WhiteOak Capital Asset Management Limited · Piyush Baranwal, since Mar 2021	Ultra Short Term	₹1,521.33 21 Sep 2026	6.4%	7.0%	₹571 Cr	0.27% Regular 0.82%	beat peers in 19% of 3-yr windows52 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.