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WhiteOak Capital Special Opportunities Fund Direct Growth
NAV: 10 Jun '26
₹13.75
Min. for SIP
₹100
Fund size (AUM)
₹1,538.58 Cr
Expense ratio
1.31%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,585 | +3.90% | |
| 6 months | ₹30,000 | ₹30,872 | +2.91% | |
| 1 year | ₹60,000 | ₹61,916 | +3.19% |
Holdings (94)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.26% |
| ICICI Bank Ltd | Financial | Equity | 3.80% |
| Bharti Airtel Ltd | Technology | Equity | 3.53% |
| State Bank of India Futures | Financial | Futures | 2.95% |
| Others CBLO | Unspecified | CBLO | 2.50% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.41% |
| Bharat Electronics Ltd | Industrials | Equity | 2.33% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.25% |
| Nestle India Ltd | Consumer Staples | Equity | 2.24% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 2.06% |
| Aditya Infotech Ltd. | Technology | Equity | 1.81% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 1.77% |
| Axis Bank Ltd | Financial | Equity | 1.74% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.69% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.63% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.62% |
| BSE Ltd | Financial | Equity | 1.62% |
| Max Financial Services Ltd | Financial | Equity | 1.58% |
| Navin Fluorine International Ltd | Materials | Equity | 1.58% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.52% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 1.48% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 1.46% |
| MTAR Technologies Ltd | Industrials | Equity | 1.44% |
| TD Power Systems Ltd | Industrials | Equity | 1.40% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.40% |
| Azad Engineering Ltd. | Industrials | Equity | 1.40% |
| Coforge Ltd | Technology | Equity | 1.36% |
| City Union Bank Ltd | Financial | Equity | 1.36% |
| GE T&D India Ltd | Industrials | Equity | 1.33% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.31% |
| Data Patterns (India) Ltd | Industrials | Equity | 1.29% |
| PNB Housing Finance Ltd | Financial | Equity | 1.29% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.29% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.27% |
| EID-Parry (India) Ltd | Materials | Equity | 1.26% |
| Power Finance Corporation Ltd | Financial | Equity | 1.24% |
| Solar Industries India Ltd | Materials | Equity | 1.21% |
| State Bank of India | Financial | Equity | 1.19% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.19% |
| CARE Ratings Ltd | Industrials | Equity | 1.18% |
| Apar Industries Ltd | Diversified | Equity | 1.16% |
| CORONA Remedies Ltd. | Healthcare | Equity | 1.14% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.11% |
| Sambhv Steel Tubes Ltd. | Industrials | Equity | 1.09% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 1.06% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.04% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.04% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 1.01% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.97% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 0.95% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 0.95% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 0.93% |
| Lumax Auto Technologies Ltd | Consumer Discretionary | Equity | 0.87% |
| Sterlite Technologies Ltd | Technology | Equity | 0.87% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.85% |
| Zota Health Care Ltd | Healthcare | Equity | 0.83% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 0.80% |
| Muthoot Finance Ltd Futures | Financial | Futures | 0.80% |
| GOVERNMENT OF INDIA 37077 091 DAYS TBILL 14MY26 FV RS 100 | Financial | Treasury Bills | 0.78% |
| Mahindra Logistics Ltd | Industrials | Equity | 0.77% |
| Indusind Bank Ltd Futures | Financial | Futures | 0.76% |
| Infosys Ltd Futures | Technology | Futures | 0.75% |
| Tamilnad Mercantile Bank Ltd | Financial | Equity | 0.73% |
| Indusind Bank Ltd | Financial | Equity | 0.72% |
| The South Indian Bank Ltd | Financial | Equity | 0.70% |
| RACL Geartech Ltd | Consumer Discretionary | Equity | 0.70% |
| GOVERNMENT OF INDIA 36838 182 DAYS TBILL 18JU26 FV RS 100 | Financial | Treasury Bills | 0.68% |
| Repco Home Finance Ltd | Financial | Equity | 0.65% |
| GOVERNMENT OF INDIA 36813 182 DAYS TBILL 11JU26 FV RS 100 | Financial | Treasury Bills | 0.65% |
| Neogen Chemicals Ltd | Materials | Equity | 0.59% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.56% |
| India Glycols Ltd | Materials | Equity | 0.56% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.54% |
| Aye Finance Ltd. | Financial | Equity | 0.49% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.47% |
| Tata Motors Ltd | Industrials | Equity | 0.44% |
| Archean Chemical Industries Ltd | Materials | Equity | 0.43% |
| GOVERNMENT OF INDIA 37184 091 DAYS TBILL 11JU26 FV RS 100 | Financial | Treasury Bills | 0.39% |
| Yasho Industries Ltd | Materials | Equity | 0.38% |
| Bajaj Consumer Care Ltd | Consumer Staples | Equity | 0.37% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.34% |
| GOVERNMENT OF INDIA 35967 364 DAYS TBILL 07MY26 FV RS 100 | Financial | Treasury Bills | 0.32% |
| GOVERNMENT OF INDIA 37175 091 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.32% |
| GOVERNMENT OF INDIA 36907 182 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.32% |
| Dredging Corporation Of India Ltd | Industrials | Equity | 0.31% |
| Infosys Ltd | Technology | Equity | 0.19% |
| Muthoot Finance Ltd | Financial | Equity | 0.19% |
| GOVERNMENT OF INDIA 37086 091 DAYS TBILL 22MY26 FV RS 100 | Financial | Treasury Bills | 0.16% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 0.14% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.14% |
| GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.12% |
| Vedanta Power Ltd. | Industrials | Equity | 0.03% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -4.39% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +6.2% | +1.1% | +7.0% | +38.3% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 20 | 20 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
PBPiyush BaranwalMay 2024 - PresentView details
PB
Piyush Baranwal
May 2024 - Present
View details
TATrupti AgrawalMay 2024 - PresentView details
TA
Trupti Agrawal
May 2024 - Present
View details
RMRamesh MantriMay 2025 - PresentView details
RM
Ramesh Mantri
May 2025 - Present
View details
DPDheeresh PathakMay 2024 - PresentView details
DP
Dheeresh Pathak
May 2024 - Present
View details
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
About WhiteOak Capital Special Opportunities Fund Direct Growth
WhiteOak Capital Special Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Special Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹36,503 Cr and the Latest NAV as of 10 Jun 2026 is ₹13.75.
The WhiteOak Capital Special Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
;
Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.), government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances.;
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)--
Total AUM₹36,502.59 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,