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WhiteOak Capital Special Opportunities Fund Direct Growth
NAV: 20 Jul '26
₹14.73
Min. for SIP
₹100
Fund size (AUM)
₹1,852.81 Cr
Expense ratio
1.41%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,593 | +3.95% | |
| 6 months | ₹30,000 | ₹32,648 | +8.83% | |
| 1 year | ₹60,000 | ₹65,682 | +9.47% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 5.74% |
| ICICI Bank Ltd | Financial | Equity | 5.57% |
| Others CBLO | Unspecified | CBLO | 4.98% |
| Bharti Airtel Ltd | Technology | Equity | 3.34% |
| State Bank of India | Financial | Equity | 2.96% |
| Infosys Ltd Futures | Technology | Futures | 2.01% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.98% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 1.93% |
| Solar Industries India Ltd | Materials | Equity | 1.92% |
| Titan Company Ltd | Consumer Discretionary | Equity | 1.88% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.87% |
| IIFL Finance Ltd | Financial | Equity | 1.81% |
| Nestle India Ltd | Consumer Staples | Equity | 1.79% |
| N I I T Technologies Ltd Futures | Technology | Futures | 1.73% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.69% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 1.64% |
| Bharat Electronics Ltd | Industrials | Equity | 1.60% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.50% |
| Navin Fluorine International Ltd | Materials | Equity | 1.48% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.48% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 1.34% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.33% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.25% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.23% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 1.17% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.15% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.08% |
| CORONA Remedies Ltd. | Healthcare | Equity | 1.08% |
| GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 1.07% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.07% |
| PNB Housing Finance Ltd | Financial | Equity | 1.06% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.03% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.02% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 1.00% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.98% |
| City Union Bank Ltd | Financial | Equity | 0.97% |
| CARE Ratings Ltd | Industrials | Equity | 0.97% |
| Saregama India Ltd | Consumer Discretionary | Equity | 0.92% |
| Aditya Infotech Ltd. | Technology | Equity | 0.91% |
| Sambhv Steel Tubes Ltd. | Industrials | Equity | 0.90% |
| EID-Parry (India) Ltd | Materials | Equity | 0.89% |
| Bajaj Consumer Care Ltd | Consumer Staples | Equity | 0.88% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 0.85% |
| Apar Industries Ltd | Diversified | Equity | 0.84% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 0.84% |
| Blue Star Ltd. | Industrials | Futures | 0.84% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.83% |
| Data Patterns (India) Ltd | Industrials | Equity | 0.82% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.81% |
| GOVERNMENT OF INDIA 37018 182 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 0.81% |
| Tamilnad Mercantile Bank Ltd | Financial | Equity | 0.78% |
| ITD Cementation India Ltd | Industrials | Equity | 0.77% |
| Yasho Industries Ltd | Materials | Equity | 0.77% |
| Zota Health Care Ltd | Healthcare | Equity | 0.75% |
| Aye Finance Ltd. | Financial | Equity | 0.73% |
| Redington Ltd | Technology | Equity | 0.72% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.70% |
| Omnitech Engineering Ltd. | Industrials | Equity | 0.70% |
| BSE Ltd. | Financial | Futures | 0.70% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.68% |
| Mahindra Logistics Ltd | Industrials | Equity | 0.68% |
| The South Indian Bank Ltd | Financial | Equity | 0.67% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.66% |
| Oracle Financial Services Software Ltd Futures | Technology | Futures | 0.64% |
| Indusind Bank Ltd Futures | Financial | Futures | 0.64% |
| RACL Geartech Ltd | Consumer Discretionary | Equity | 0.64% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.63% |
| TD Power Systems Ltd | Industrials | Equity | 0.57% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.56% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 0.56% |
| Repco Home Finance Ltd | Financial | Equity | 0.55% |
| Keystone Realtors Ltd | Real Estate | Equity | 0.52% |
| Lumax Auto Technologies Ltd | Consumer Discretionary | Equity | 0.52% |
| GE T&D India Ltd | Industrials | Equity | 0.50% |
| Yash Highvoltage Ltd. | Industrials | Equity | 0.49% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 0.47% |
| India Glycols Ltd | Materials | Equity | 0.44% |
| Indusind Bank Ltd | Financial | Equity | 0.44% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.43% |
| Azad Engineering Ltd. | Industrials | Equity | 0.42% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.42% |
| Sterlite Technologies Ltd | Technology | Equity | 0.40% |
| Arman Financial Services Ltd | Financial | Equity | 0.33% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.33% |
| Archean Chemical Industries Ltd | Materials | Equity | 0.31% |
| Dredging Corporation Of India Ltd | Industrials | Equity | 0.30% |
| GOVERNMENT OF INDIA 36907 182 DAYS TBILL 09JL26 FV RS 100 | Financial | Treasury Bills | 0.27% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.25% |
| BSE Ltd | Financial | Equity | 0.13% |
| Net Receivables | Unspecified | Net Receivables | 0.05% |
| Coforge Ltd | Technology | Equity | 0.05% |
| Infosys Ltd | Technology | Equity | 0.00% |
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 | +9.6% | +9.0% | +10.4% | +47.0% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 7 | 10 | 12 | -- |
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 ₹40,389 Cr and the Latest NAV as of 20 Jul 2026 is ₹14.73.
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.
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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₹40,388.74 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,