OriginFunds
WhiteOak Capital Mutual Fund

WhiteOak Capital Arbitrage Fund Regular Plan Growth

Open Ended Schemes(Hybrid Scheme - Arbitrage Fund)Low RiskISIN INF03VN01928
NAV · 06-Jul-2026
11.2160
1M
+0.84%
6M
+3.20%
1Y (CAGR)
+6.14%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+6.46%

NAV history

10.2810.6110.9510-09-202403-07-202611.21
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Risk & SIP analytics

Volatility (3y)
0.92%
Downside dev (3y)
0.54%
Max drawdown (3y)
-0.2%
Calendar-year returns
2025 +6.6%

Fund facts

AUM₹14,350 Cr
TER · AMFI officialDirect 2.68% · Regular 3.42% (2026-06-30)
Launch date28-Aug-2024
Plan typeOpen Ended · Hybrid
Min lumpsumMinimum of Rs. 500/- and in multiples of Re. 1/-
Lock-inNone
Volatility0.92
AMCWhiteOak Capital Asset Management Limited

Objective · The investment objective of the Scheme is to seek to generate returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗