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WhiteOak Capital Special Opportunities Fund Direct Growth
NAV: 18 Sep '26
₹15.15
Min. for SIP
₹100
Fund size (AUM)
₹1,940.70 Cr
Expense ratio
1.33%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,212 | +1.41% | |
| 6 months | ₹30,000 | ₹32,454 | +8.18% | |
| 1 year | ₹60,000 | ₹66,509 | +10.85% |
Holdings (104)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.58% |
| Others CBLO | Unspecified | CBLO | 4.04% |
| Bharti Airtel Ltd | Technology | Equity | 3.12% |
| State Bank of India | Financial | Equity | 3.00% |
| Nestle India Ltd | Consumer Staples | Equity | 2.47% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.38% |
| Solar Industries India Ltd | Materials | Equity | 2.27% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.21% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.15% |
| Redington Ltd | Technology | Equity | 2.11% |
| IIFL Finance Ltd | Financial | Equity | 2.11% |
| PNB Housing Finance Ltd | Financial | Equity | 1.99% |
| Info Edge (India) Ltd | Technology | Equity | 1.98% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.97% |
| Infosys Ltd Futures | Technology | Futures | 1.78% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.77% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 1.60% |
| Navin Fluorine International Ltd | Materials | Equity | 1.60% |
| Tamilnad Mercantile Bank Ltd | Financial | Equity | 1.52% |
| One 97 Communications Ltd | Industrials | Equity | 1.51% |
| Avalon Technologies Ltd. | Industrials | Equity | 1.48% |
| CARE Ratings Ltd | Industrials | Equity | 1.36% |
| N I I T Technologies Ltd Futures | Technology | Futures | 1.32% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.31% |
| City Union Bank Ltd | Financial | Equity | 1.31% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.26% |
| Yasho Industries Ltd | Materials | Equity | 1.26% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.26% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 1.25% |
| Coforge Ltd | Technology | Equity | 1.22% |
| Tech Mahindra Ltd Futures | Technology | Futures | 1.17% |
| CORONA Remedies Ltd. | Healthcare | Equity | 1.16% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.15% |
| Adani Enterprises Ltd | Materials | Equity | 1.14% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 1.12% |
| R R Kabel Ltd. | Industrials | Equity | 1.12% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 1.11% |
| Apar Industries Ltd | Diversified | Equity | 1.08% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 1.07% |
| EID-Parry (India) Ltd | Materials | Equity | 1.04% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 1.04% |
| GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 1.03% |
| Saregama India Ltd | Consumer Discretionary | Equity | 1.03% |
| Aye Finance Ltd. | Financial | Equity | 1.02% |
| Sambhv Steel Tubes Ltd. | Industrials | Equity | 1.01% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.00% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 0.97% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.94% |
| Life Insurance Corporation of India | Financial | Equity | 0.92% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.89% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.89% |
| Godrej Agrovet Ltd | Consumer Staples | Equity | 0.84% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.82% |
| Indusind Bank Ltd | Financial | Equity | 0.82% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 0.81% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.80% |
| GOVERNMENT OF INDIA 37846 091 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.76% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.74% |
| Pricol Ltd | Consumer Discretionary | Equity | 0.73% |
| Blue Star Ltd. | Industrials | Futures | 0.72% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.72% |
| GOVERNMENT OF INDIA 37705 091 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.70% |
| Oracle Financial Services Software Ltd Futures | Technology | Futures | 0.69% |
| Mahindra Logistics Ltd | Industrials | Equity | 0.68% |
| RACL Geartech Ltd | Consumer Discretionary | Equity | 0.67% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.66% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.66% |
| Indusind Bank Ltd Futures | Financial | Futures | 0.66% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 0.66% |
| Fusion Micro Finance Ltd | Financial | Equity | 0.59% |
| Azad Engineering Ltd. | Industrials | Equity | 0.56% |
| Arman Financial Services Ltd | Financial | Equity | 0.55% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.55% |
| The South Indian Bank Ltd | Financial | Equity | 0.54% |
| Zota Health Care Ltd | Healthcare | Equity | 0.53% |
| Yash Highvoltage Ltd. | Industrials | Equity | 0.53% |
| Archean Chemical Industries Ltd | Materials | Equity | 0.52% |
| INOX INDIA LIMITED EQ | Energy & Utilities | Equity | 0.50% |
| India Glycols Ltd | Materials | Equity | 0.49% |
| Restaurant Brands Asia Ltd | Consumer Discretionary | Equity | 0.49% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 0.48% |
| Keystone Realtors Ltd | Real Estate | Equity | 0.45% |
| Infosys Ltd | Technology | Equity | 0.45% |
| Nestle India Ltd Futures | Consumer Staples | Futures | 0.45% |
| Timex Group India Ltd | Consumer Discretionary | Equity | 0.42% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.42% |
| Anupam Rasayan India Ltd | Materials | Equity | 0.41% |
| Omnitech Engineering Ltd. | Industrials | Equity | 0.39% |
| Bharat Electronics Ltd | Industrials | Equity | 0.38% |
| Diamond Power Infrastructure Ltd | Industrials | Equity | 0.38% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.36% |
| Tech Mahindra Ltd | Technology | Equity | 0.34% |
| GOVERNMENT OF INDIA 37693 091 DAYS TBILL 22OT26 FV RS 100 | Financial | Treasury Bills | 0.33% |
| Dredging Corporation Of India Ltd | Industrials | Equity | 0.29% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.28% |
| INDO-MIM Ltd. | Industrials | Equity | 0.28% |
| GOVERNMENT OF INDIA 37436 182 DAYS TBILL 12NV26 FV RS 100 | Financial | Treasury Bills | 0.28% |
| Ather Energy Ltd. $$ | Consumer Discretionary | Futures | 0.27% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 0.27% |
| GOVERNMENT OF INDIA 37642 091 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 0.21% |
| Titan Company Ltd Futures | Consumer Discretionary | Futures | 0.10% |
| GOVERNMENT OF INDIA 36692 364 DAYS TBILL 06NV26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.07% |
| Net Payables | Unspecified | Net Payables | -7.42% |
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 | +11.8% | +20.3% | +14.7% | +52.4% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 10 | 10 | 11 | -- |
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 ₹46,592 Cr and the Latest NAV as of 18 Sep 2026 is ₹15.15.
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₹46,591.86 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,