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WhiteOak Capital Special Opportunities Fund Direct Growth
Equity
Thematic
Very High Risk
NAV: 27 Feb '26
₹13.24
Min. for SIP
₹100
Fund size
₹1,385.07 Cr
Expense ratio
0.77%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,105 | -5.97% | |
| 6 months | ₹30,000 | ₹27,747 | -7.51% |
Holdings (84)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.18% |
| ICICI Bank Ltd. | Financial | Equity | 5.76% |
| State Bank of India | Financial | Equity | 4.52% |
| Bharti Airtel Ltd. | Communication | Equity | 4.37% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 3.31% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.64% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.38% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.16% |
| Reliance Industries Ltd. | Energy | Equity | 2.08% |
| Infosys Ltd. | Technology | Futures | 2.06% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.96% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.87% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.83% |
| Persistent Systems Ltd. | Technology | Equity | 1.75% |
| Shriram Finance Ltd | Financial | Equity | 1.74% |
| Nexus Select Trust | Construction | REITs | 1.74% |
| Muthoot Finance Ltd. | Financial | Equity | 1.73% |
| BSE Ltd. | Services | Equity | 1.66% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.57% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.57% |
| City Union Bank Ltd. | Financial | Equity | 1.56% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.51% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.42% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.41% |
| Max Financial Services Ltd. | Financial | Equity | 1.41% |
| Repco Home Finance Ltd. | Financial | Equity | 1.35% |
| eClerx Services Ltd. | Services | Equity | 1.31% |
| Info Edge (India) Ltd. | Services | Equity | 1.31% |
| Embassy Office Parks REIT | Construction | REITs | 1.28% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 1.21% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.20% |
| Care Ratings Ltd. | Services | Equity | 1.16% |
| Aditya Infotech Ltd. | Communication | Equity | 1.14% |
| Coforge Ltd. | Technology | Equity | 1.09% |
| Lumax Auto Technologies Ltd. | Automobile | Equity | 1.05% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 1.03% |
| Aadhar Housing Finance Ltd | Financial | Equity | 1.02% |
| Indusind Bank Ltd. | Financial | Futures | 1.02% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.01% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.00% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.00% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.94% |
| Zota Health Care Ltd. | Healthcare | Equity | 0.91% |
| Latent View Analytics Ltd. | Technology | Equity | 0.85% |
| One97 Communications Ltd. | Services | Equity | 0.85% |
| Asian Paints Ltd. | Chemicals | Futures | 0.84% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.76% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.75% |
| The South Indian Bank Ltd. | Financial | Equity | 0.74% |
| Tata Capital Ltd. | Financial | Equity | 0.73% |
| UPL Ltd. | Chemicals | Equity | 0.73% |
| Reserve Bank of India | Financial | T-Bills | 0.70% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.68% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.68% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 0.65% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.62% |
| Reserve Bank of India | Financial | T-Bills | 0.58% |
| CarTrade Tech Ltd. | Services | Equity | 0.58% |
| RACL Geartech Ltd. | Automobile | Equity | 0.54% |
| TBO Tek Ltd. | Services | Equity | 0.53% |
| Infosys Ltd. | Technology | Equity | 0.52% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | Equity | 0.50% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.49% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.49% |
| Archean Chemical Industries Ltd. | Chemicals | Equity | 0.45% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.43% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.43% |
| Dredging Corporation Of India Ltd. | Services | Equity | 0.41% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.38% |
| India Glycols Ltd. | Chemicals | Equity | 0.38% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.36% |
| Yasho Industries Ltd. | Chemicals | Equity | 0.34% |
| Reserve Bank of India | Financial | T-Bills | 0.30% |
| Reserve Bank of India | Financial | T-Bills | 0.30% |
| Utkarsh Small Finance Bank Ltd. | Financial | Equity | 0.30% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.28% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.28% |
| Reserve Bank of India | Financial | T-Bills | 0.25% |
| Indusind Bank Ltd. | Financial | Equity | 0.13% |
| Reserve Bank of India | Financial | T-Bills | 0.12% |
| Reserve Bank of India | Financial | T-Bills | 0.11% |
| Asian Paints Ltd. | Chemicals | Equity | 0.10% |
| Reserve Bank of India | Financial | T-Bills | 0.04% |
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 | -3.8% | +2.0% | +21.9% | +32.4% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 45 | 34 | 10 | -- |
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 ₹32,686 Cr and the Latest NAV as of 27 Feb 2026 is ₹13.24.
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.
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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)NA
Total AUM₹32,686.09 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
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