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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6 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 Multi Asset Allocation Fund WhiteOak Capital Asset Management Limited · Piyush Baranwal, since May 2023	Multi Asset Allocation	₹16.73 18 Sep 2026	11.5%	17.0%	₹8,562 Cr	0.64% Regular 1.67%	beat peers in 80% of 3-yr windows5 windows — thin record
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Asset Management Limited · Piyush Baranwal, since Feb 2023	Dynamic Asset Allocation or Balanced Advantage	₹15.59 21 Sep 2026	3.4%	12.0%	₹2,295 Cr	0.83% Regular 2.25%	beat peers in 100% of 3-yr windows8 windows — thin record
WhiteOak Capital Arbitrage Fund WhiteOak Capital Asset Management Limited · Ashish Agrawal, since Sep 2024	Arbitrage	₹11.53 21 Sep 2026	7.2%	—	₹2,151 Cr	2.40% Regular 3.17%	not measured
WhiteOak Capital Aggressive Hybrid Fund WhiteOak Capital Asset Management Limited · Ashish Agrawal, since Jun 2026	Aggressive Hybrid	₹10.33 21 Sep 2026	—	—	₹499 Cr	1.35% Regular 3.16%	not measured
WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital Asset Management Limited · Piyush Baranwal, since Oct 2023	Balanced Hybrid	₹13.84 21 Sep 2026	2.8%	—	₹300 Cr	0.71% Regular 2.26%	not measured
WhiteOak Capital Equity Savings Fund WhiteOak Capital Asset Management Limited · Ashish Agrawal, since Mar 2025	Equity Savings	₹11.78 21 Sep 2026	6.2%	—	₹274 Cr	1.54% Regular 3.01%	not measured

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.