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WhiteOak Capital Special Opportunities Fund Direct Growth
NAV: 30 Apr '26
₹13.51
Min. for SIP
₹100
Fund size (AUM)
₹1,313.87 Cr
Expense ratio
1.98%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,466 | +3.11% | |
| 6 months | ₹30,000 | ₹30,525 | +1.75% | |
| 1 year | ₹60,000 | ₹61,824 | +3.04% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 5.08% |
| ICICI Bank Ltd. | Financial | Equity | 4.88% |
| Bharti Airtel Ltd. | Communication | Equity | 4.46% |
| HDFC Bank Ltd. | Financial | Equity | 3.87% |
| Infosys Ltd. | Technology | Futures | 3.58% |
| State Bank of India | Financial | Futures | 3.19% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 3.04% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.53% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.36% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.28% |
| Aditya Infotech Ltd. | Communication | Equity | 2.18% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.91% |
| Nexus Select Trust | Construction | REITs | 1.79% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.78% |
| Max Financial Services Ltd. | Financial | Equity | 1.74% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.67% |
| NTPC Ltd. | Energy | Equity | 1.51% |
| Nestle India Ltd. | Consumer Staples | Equity | 1.50% |
| Shriram Finance Ltd | Financial | Equity | 1.37% |
| BSE Ltd. | Services | Equity | 1.35% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.32% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.31% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 1.26% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.23% |
| Coal India Ltd. | Energy | Equity | 1.21% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.21% |
| Info Edge (India) Ltd. | Services | Equity | 1.17% |
| Data Patterns (India) Ltd. | Capital Goods | Equity | 1.13% |
| Care Ratings Ltd. | Services | Equity | 1.10% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 1.10% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.03% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 1.03% |
| City Union Bank Ltd. | Financial | Equity | 1.01% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.01% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.96% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.92% |
| Reserve Bank of India | Financial | T-Bills | 0.91% |
| State Bank of India | Financial | Equity | 0.88% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | Equity | 0.87% |
| Lumax Auto Technologies Ltd. | Automobile | Equity | 0.86% |
| Muthoot Finance Ltd. | Financial | Futures | 0.86% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Equity | 0.85% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.84% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.83% |
| Zota Health Care Ltd. | Healthcare | Equity | 0.79% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.78% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.78% |
| Coforge Ltd. | Technology | Equity | 0.77% |
| CORONA Remedies Ltd. | Healthcare | Equity | 0.77% |
| One97 Communications Ltd. | Services | Equity | 0.76% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.76% |
| Sterlite Technologies Ltd. | Communication | Equity | 0.75% |
| Reserve Bank of India | Financial | T-Bills | 0.75% |
| Reserve Bank of India | Financial | T-Bills | 0.75% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.73% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.71% |
| The South Indian Bank Ltd. | Financial | Equity | 0.71% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | Equity | 0.68% |
| RACL Geartech Ltd. | Automobile | Equity | 0.67% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.66% |
| CCL Products (India) Ltd. | Consumer Staples | Equity | 0.66% |
| eClerx Services Ltd. | Services | Equity | 0.64% |
| Indusind Bank Ltd. | Financial | Equity | 0.60% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.58% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.55% |
| Repco Home Finance Ltd. | Financial | Equity | 0.55% |
| Shilpa Medicare Ltd. | Healthcare | Equity | 0.55% |
| Tata Capital Ltd. | Financial | Equity | 0.51% |
| Apar Industries Ltd. | Consumer Staples | Equity | 0.49% |
| Tata Motors Ltd. | Automobile | Equity | 0.49% |
| Archean Chemical Industries Ltd. | Chemicals | Equity | 0.49% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 0.47% |
| Reserve Bank of India | Financial | T-Bills | 0.45% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 0.44% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.43% |
| India Glycols Ltd. | Chemicals | Equity | 0.39% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| Reserve Bank of India | Financial | T-Bills | 0.38% |
| Yasho Industries Ltd. | Chemicals | Equity | 0.37% |
| Indusind Bank Ltd. | Financial | Futures | 0.33% |
| Shadowfax Technologies Ltd. | Services | Equity | 0.32% |
| Dredging Corporation Of India Ltd. | Services | Equity | 0.30% |
| Mahindra Logistics Ltd. | Services | Equity | 0.27% |
| EPack Prefab Technologies Ltd. | Metals & Mining | Equity | 0.19% |
| Reserve Bank of India | Financial | T-Bills | 0.19% |
| Reserve Bank of India | Financial | T-Bills | 0.14% |
| Muthoot Finance Ltd. | Financial | Equity | 0.10% |
| BSE Ltd. | Services | Futures | 0.05% |
| Reserve Bank of India | Financial | T-Bills | 0.05% |
| Infosys Ltd. | Technology | Equity | 0.03% |
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 | +2.2% | -1.4% | +9.1% | +32.8% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 19 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹32,442 Cr and the Latest NAV as of 30 Apr 2026 is ₹13.51.
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₹32,442.06 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,