Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
WhiteOak Capital Special Opportunities Fund Direct Growth
Equity
Thematic
Very High Risk
NAV: 19 Jan '26
₹13.39
Min. SIP amount
₹100
Fund size
₹1,404.23 Cr
Expense ratio
0.58%
Return calculator
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|
Holdings (86)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.94% |
| Reliance Industries Ltd. | Energy | Equity | 5.79% |
| Bharti Airtel Ltd. | Communication | Equity | 5.45% |
| State Bank of India | Financial | Equity | 3.69% |
| ICICI Bank Ltd. | Financial | Equity | 3.25% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.04% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 2.88% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.29% |
| Infosys Ltd. | Technology | Futures | 2.00% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.80% |
| Nexus Select Trust | Construction | REITs | 1.72% |
| Muthoot Finance Ltd. | Financial | Equity | 1.70% |
| Persistent Systems Ltd. | Technology | Equity | 1.69% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.69% |
| Info Edge (India) Ltd. | Services | Equity | 1.68% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.59% |
| Shriram Finance Ltd | Financial | Equity | 1.58% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.57% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.50% |
| Max Financial Services Ltd. | Financial | Equity | 1.44% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.42% |
| eClerx Services Ltd. | Services | Equity | 1.42% |
| Repco Home Finance Ltd. | Financial | Equity | 1.37% |
| One97 Communications Ltd. | Services | Equity | 1.28% |
| Embassy Office Parks REIT | Construction | REITs | 1.26% |
| Asian Paints Ltd. | Chemicals | Futures | 1.26% |
| Aditya Infotech Ltd. | Communication | Equity | 1.21% |
| Lumax Auto Technologies Ltd. | Automobile | Equity | 1.19% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 1.16% |
| The South Indian Bank Ltd. | Financial | Equity | 1.14% |
| Care Ratings Ltd. | Services | Equity | 1.14% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.13% |
| Coforge Ltd. | Technology | Equity | 1.08% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.08% |
| Zota Health Care Ltd. | Healthcare | Equity | 1.07% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.03% |
| Indusind Bank Ltd. | Financial | Equity | 1.00% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.99% |
| City Union Bank Ltd. | Financial | Equity | 0.98% |
| BSE Ltd. | Services | Equity | 0.98% |
| Latent View Analytics Ltd. | Technology | Equity | 0.95% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.87% |
| TBO Tek Ltd. | Services | Equity | 0.85% |
| Computer Age Management Services Ltd. | Services | Futures | 0.82% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.77% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.74% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.73% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.73% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.72% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.71% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.71% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 0.70% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.69% |
| CSB Bank Ltd. | Financial | Equity | 0.69% |
| Reserve Bank of India | Financial | T-Bills | 0.69% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 0.68% |
| CarTrade Tech Ltd. | Services | Equity | 0.61% |
| RACL Geartech Ltd. | Automobile | Equity | 0.59% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.59% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.57% |
| Reserve Bank of India | Financial | T-Bills | 0.57% |
| Tata Capital Ltd. | Financial | Equity | 0.53% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.52% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.49% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.47% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.47% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 0.46% |
| Archean Chemical Industries Ltd. | Chemicals | Equity | 0.43% |
| India Glycols Ltd. | Chemicals | Equity | 0.43% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | Equity | 0.41% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.40% |
| Yasho Industries Ltd. | Chemicals | Equity | 0.39% |
| Reserve Bank of India | Financial | T-Bills | 0.35% |
| Utkarsh Small Finance Bank Ltd. | Financial | Equity | 0.32% |
| Reserve Bank of India | Financial | T-Bills | 0.30% |
| Reserve Bank of India | Financial | T-Bills | 0.30% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.28% |
| Reserve Bank of India | Financial | T-Bills | 0.24% |
| Computer Age Management Services Ltd. | Services | Equity | 0.18% |
| Reserve Bank of India | Financial | T-Bills | 0.12% |
| Reserve Bank of India | Financial | T-Bills | 0.11% |
| Asian Paints Ltd. | Chemicals | Equity | 0.11% |
| Reserve Bank of India | Financial | T-Bills | 0.11% |
| Jaro Institute of Technology Management and Research Ltd. | Services | Equity | 0.07% |
| Reserve Bank of India | Financial | T-Bills | 0.03% |
| 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 | +0.6% | +1.4% | +12.3% | +34.9% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 25 | 22 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 1 month.
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
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
RMRamesh MantriMay 2025 - PresentView details
RM
Ramesh Mantri
May 2025 - Present
View details
TATrupti AgrawalMay 2024 - PresentView details
TA
Trupti Agrawal
May 2024 - Present
View details
DPDheeresh PathakMay 2024 - PresentView details
DP
Dheeresh Pathak
May 2024 - 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 ₹31,996 Cr and the Latest NAV as of 19 Jan 2026 is ₹13.39.
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. Exit load of 1%, if redeemed within 1 month.
;
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)NA
Total AUM₹31,996.10 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,