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WhiteOak Capital Mutual Fund in 2026: by the numbers

WhiteOak Capital MF managed ₹44,845 crore in July–September 2026, 24th of 55, up 79.8% in a year. 23 Direct Growth schemes, ranked on 3-year returns.

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A mid-sized house, growing faster than the industry

WhiteOak Capital managed an average of ₹44,845 crore in July–September 2026, excluding domestic fund-of-funds: 0.51% of the industry's ₹87,21,848 crore and 24th of 55 houses on AMFI's quarterly figures. Its fund house page carries the same number.

Quarter Average AUM (₹ crore) Rank Share of industry
July–September 2026 44,845 24 of 55 0.51%
April–June 2026 37,392 24 of 51 0.45%
July–September 2025 24,943 27 of 48 0.32%
July–September 2024 13,161 28 of 44 0.20%
July–September 2023 4,200 31 of 41 0.09%

Assets grew 79.8% in a year, against 13.1% for the industry, and 19.9% in the last quarter. It is gaining share. A year ago it ranked 27th.

The shelf: 23 schemes

WhiteOak Capital has 23 schemes in Direct Growth: 14 equity, 6 hybrid, 2 debt, 1 fund-of-funds. By average assets in July–September 2026:

Scheme Average AUM (₹ crore)
WhiteOak Capital Flexi Cap Fund 9,275
WhiteOak Capital Multi Asset Allocation Fund 8,527
WhiteOak Capital Mid Cap Fund 7,096
WhiteOak Capital Multi Cap Fund 4,222
WhiteOak Capital Large & Mid Cap Fund 2,449
WhiteOak Capital Balanced Advantage Fund 2,274

The three largest account for 57% of the assets we could match to a scheme.

How the equity and hybrid funds rank

Each fund is ranked against every Direct Growth fund in its AMFI category on three-year return, to 19 October 2026. Categories with fewer than eight funds with a three-year record are not ranked.

Fund Category 1 year 3 years 3-year rank in category
WhiteOak Capital Mid Cap Fund Mid Cap 6.35% 19.67% 3rd of 29
WhiteOak Capital Multi Cap Fund Multi Cap 1.42% 16.77% 2nd of 23
WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation 6.57% 16.13% 5th of 15
WhiteOak Capital ELSS Tax Saver Fund ELSS −1.49% 14.61% 4th of 37
WhiteOak Capital Flexi Cap Fund Flexi Cap −1.75% 13.22% 13th of 36
WhiteOak Capital Large Cap Fund Large Cap −5.76% 12.24% 4th of 30
WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage −0.16% 11.02% 4th of 30
WhiteOak Capital Balanced Hybrid Fund Balanced Hybrid −0.06% 10.85% –
WhiteOak Capital Aggressive Hybrid Fund Aggressive Hybrid – – –
WhiteOak Capital Arbitrage Fund Arbitrage 7.05% – –
WhiteOak Capital Banking & Financial Services Fund Sectoral/ Thematic −2.29% – –
WhiteOak Capital Consumption Opportunities Fund Sectoral/ Thematic – – –
WhiteOak Capital Digital Bharat Fund Sectoral/ Thematic −2.10% – –
WhiteOak Capital Dividend Yield Fund Dividend Yield – – –

Of the 7 funds ranked, 5 sit in the top quarter of their category over three years and 0 in the bottom quarter. The best placed is WhiteOak Capital Multi Cap Fund (2nd of 23 in Multi Cap, 16.77% a year); the lowest placed is WhiteOak Capital Flexi Cap Fund (13th of 36 in Flexi Cap, 13.22% a year).

What they cost

Fund Direct expense ratio Category median Difference
WhiteOak Capital Mid Cap Fund 0.92% 0.95% −0.03
WhiteOak Capital Multi Cap Fund 0.88% 0.96% −0.08
WhiteOak Capital Multi Asset Allocation Fund 0.65% 0.85% −0.20
WhiteOak Capital ELSS Tax Saver Fund 0.86% 1.07% −0.21
WhiteOak Capital Flexi Cap Fund 0.82% 0.96% −0.14
WhiteOak Capital Large Cap Fund 0.91% 1.08% −0.17
WhiteOak Capital Balanced Advantage Fund 0.83% 1.02% −0.19
WhiteOak Capital Aggressive Hybrid Fund 1.19% 1.08% +0.11
WhiteOak Capital Banking & Financial Services Fund 1.05% 1.15% −0.10
WhiteOak Capital Consumption Opportunities Fund 1.09% 1.15% −0.06

4 of the 17 equity and hybrid funds with a published expense ratio (the table shows the first ten) charge more than their category's median in the Direct plan. Expense ratios come from the fund house's own disclosures and are already inside the returns.

Reading this

  • A fund house's size is not a quality mark. What matters to an investor is the fund they hold, against its own category.
  • Three-year ranks are a snapshot and move. A top-quarter rank today does not mean one next year.
  • Young funds lack a three-year record and are left out of the ranking, so the picture is of the older part of the shelf.
  • Returns are historical, computed from NAVs, and not a forecast. This is not a recommendation to buy or sell any fund.

For other houses, see the largest fund houses by AUM and the rank-change table.

Source: AMFI average AUM for July–September 2026; AMFI NAVs to 19 October 2026; fund houses' TER disclosures.

Frequently asked questions

How big is WhiteOak Capital Mutual Fund?

WhiteOak Capital managed an average of ₹44,845 crore in July–September 2026, excluding domestic fund-of-funds. That is 0.51% of the industry and 24th among 55 fund houses on AMFI's figures. Assets grew 79.8% in a year, against 13.1% for the industry.

Which WhiteOak Capital fund has the best 3-year record?

On Direct Growth returns to 19 October 2026, WhiteOak Capital Multi Cap Fund (2nd of 23 in Multi Cap, 16.77% a year).

Are WhiteOak Capital's equity funds cheap?

4 of the 17 equity and hybrid funds with a published Direct expense ratio and a category of at least five funds charge more than their category's median.

This is commentary on published data, not investment advice. WealthTicker is not a SEBI-registered adviser or distributor. Figures are WealthTicker’s own calculations from public data — AMFI’s fund NAVs and disclosures, NSE’s index and FII/DII files, and the fund houses’ monthly portfolios (how we calculate). They are as of the dates stated and can be revised by their source.

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