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WhiteOak Capital Special Opportunities Fund Direct Growth
NAV: 21 May '26
₹13.69
Min. for SIP
₹100
Fund size (AUM)
₹1,538.58 Cr
Expense ratio
1.19%
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 (91)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.26% |
| ICICI Bank Ltd. | Financial | Equity | 3.80% |
| Bharti Airtel Ltd. | Communication | Equity | 3.53% |
| State Bank of India | Financial | Futures | 2.95% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.41% |
| Bharat Electronics Ltd. | Capital Goods | 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. | Services | Equity | 2.06% |
| Aditya Infotech Ltd. | Communication | Equity | 1.81% |
| Nexus Select Trust | Construction | REITs | 1.77% |
| Axis Bank Ltd. | Financial | Equity | 1.74% |
| Reliance Industries Ltd. | Energy | Equity | 1.69% |
| Five-Star Business Finance Ltd. | Financial | Equity | 1.63% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.62% |
| BSE Ltd. | Services | Equity | 1.62% |
| Max Financial Services Ltd. | Financial | Equity | 1.58% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.58% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.52% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 1.48% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 1.46% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 1.44% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.40% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.40% |
| Azad Engineering Ltd. | Capital Goods | Equity | 1.40% |
| Coforge Ltd. | Technology | Equity | 1.36% |
| City Union Bank Ltd. | Financial | Equity | 1.36% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.33% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.31% |
| Data Patterns (India) Ltd. | Capital Goods | Equity | 1.29% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.29% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 1.29% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.27% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.26% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.24% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.21% |
| State Bank of India | Financial | Equity | 1.19% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.19% |
| Care Ratings Ltd. | Services | Equity | 1.18% |
| Apar Industries Ltd. | Consumer Staples | Equity | 1.16% |
| CORONA Remedies Ltd. | Healthcare | Equity | 1.14% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.11% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | Equity | 1.09% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 1.06% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 1.04% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.04% |
| Shadowfax Technologies Ltd. | Services | Equity | 1.01% |
| Ather Energy Ltd. | Automobile | Equity | 0.97% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 0.95% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.95% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.93% |
| Lumax Auto Technologies Ltd. | Automobile | Equity | 0.87% |
| Sterlite Technologies Ltd. | Communication | Equity | 0.87% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.85% |
| Zota Health Care Ltd. | Healthcare | Equity | 0.83% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.80% |
| Muthoot Finance Ltd. | Financial | Futures | 0.80% |
| Reserve Bank of India | Financial | T-Bills | 0.78% |
| Mahindra Logistics Ltd. | Services | Equity | 0.77% |
| Indusind Bank Ltd. | Financial | Futures | 0.76% |
| Infosys Ltd. | 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. | Automobile | Equity | 0.70% |
| Reserve Bank of India | Financial | T-Bills | 0.68% |
| Repco Home Finance Ltd. | Financial | Equity | 0.65% |
| Reserve Bank of India | Financial | T-Bills | 0.65% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.59% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.56% |
| India Glycols Ltd. | Chemicals | Equity | 0.56% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.54% |
| Aye Finance Ltd. | Financial | Equity | 0.49% |
| Tata Capital Ltd. | Financial | Equity | 0.47% |
| Tata Motors Ltd. | Automobile | Equity | 0.44% |
| Archean Chemical Industries Ltd. | Chemicals | Equity | 0.43% |
| Reserve Bank of India | Financial | T-Bills | 0.39% |
| Yasho Industries Ltd. | Chemicals | Equity | 0.38% |
| Bajaj Consumer Care Ltd. | Consumer Staples | Equity | 0.37% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.34% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Dredging Corporation Of India Ltd. | Services | Equity | 0.31% |
| Infosys Ltd. | Technology | Equity | 0.19% |
| Muthoot Finance Ltd. | Financial | Equity | 0.19% |
| Reserve Bank of India | Financial | T-Bills | 0.16% |
| Vedanta Oil and Gas Ltd. | Energy | Equity | 0.14% |
| Reserve Bank of India | Financial | T-Bills | 0.12% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.03% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.02% |
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 | +2.1% | -0.9% | +8.7% | +36.4% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 23 | 23 | 14 | -- |
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 21 May 2026 is ₹13.69.
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
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