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
NAV: 28 Aug '26
₹15.44
Min. for SIP
₹100
Fund size (AUM)
₹1,800.61 Cr
Expense ratio
1.39%
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 (98)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.48% |
| Others CBLO | Unspecified | CBLO | 5.98% |
| Bharti Airtel Ltd | Technology | Equity | 3.66% |
| State Bank of India | Financial | Equity | 3.14% |
| Nestle India Ltd | Consumer Staples | Equity | 2.48% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.47% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.45% |
| Solar Industries India Ltd | Materials | Equity | 2.24% |
| IIFL Finance Ltd | Financial | Equity | 2.24% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.11% |
| HDFC Bank Ltd | Financial | Equity | 2.05% |
| Redington Ltd | Technology | Equity | 1.96% |
| Infosys Ltd Futures | Technology | Futures | 1.91% |
| Info Edge (India) Ltd | Technology | Equity | 1.89% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 1.84% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 1.72% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | Equity | 1.63% |
| Navin Fluorine International Ltd | Materials | Equity | 1.50% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.45% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 1.45% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.39% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.39% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.35% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.33% |
| NUVOCO Vistas Corp Ltd | Materials | Equity | 1.29% |
| Tamilnad Mercantile Bank Ltd | Financial | Equity | 1.29% |
| Tech Mahindra Ltd Futures | Technology | Futures | 1.27% |
| City Union Bank Ltd | Financial | Equity | 1.27% |
| CARE Ratings Ltd | Industrials | Equity | 1.24% |
| N I I T Technologies Ltd Futures | Technology | Futures | 1.23% |
| PNB Housing Finance Ltd | Financial | Equity | 1.21% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 1.20% |
| CORONA Remedies Ltd. | Healthcare | Equity | 1.18% |
| Coforge Ltd | Technology | Equity | 1.14% |
| Neuland Laboratories Ltd | Healthcare | Equity | 1.13% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 1.12% |
| GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100 | Financial | Treasury Bills | 1.11% |
| Omnitech Engineering Ltd. | Industrials | Equity | 1.09% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 1.09% |
| Adani Enterprises Ltd | Materials | Equity | 1.08% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.06% |
| Yasho Industries Ltd | Materials | Equity | 1.04% |
| Avalon Technologies Ltd. | Industrials | Equity | 1.03% |
| Sambhv Steel Tubes Ltd. | Industrials | Equity | 1.03% |
| Saregama India Ltd | Consumer Discretionary | Equity | 1.01% |
| EID-Parry (India) Ltd | Materials | Equity | 0.97% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 0.89% |
| Blue Star Ltd. | Industrials | Futures | 0.89% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 0.88% |
| Oracle Financial Services Software Ltd Futures | Technology | Futures | 0.88% |
| Indusind Bank Ltd | Financial | Equity | 0.88% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.88% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.86% |
| Kovai Medical Center & Hospital Ltd | Healthcare | Equity | 0.85% |
| GOVERNMENT OF INDIA 37018 182 DAYS TBILL 06AG26 FV RS 100 | Financial | Treasury Bills | 0.83% |
| Aye Finance Ltd. | Financial | Equity | 0.82% |
| Mahindra Logistics Ltd | Industrials | Equity | 0.77% |
| GOVERNMENT OF INDIA 37705 091 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| Indusind Bank Ltd Futures | Financial | Futures | 0.71% |
| Zota Health Care Ltd | Healthcare | Equity | 0.69% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.65% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.61% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.61% |
| Archean Chemical Industries Ltd | Materials | Equity | 0.60% |
| Diamond Power Infrastructure Ltd | Industrials | Equity | 0.60% |
| Shilpa Medicare Ltd | Healthcare | Equity | 0.59% |
| The South Indian Bank Ltd | Financial | Equity | 0.59% |
| RACL Geartech Ltd | Consumer Discretionary | Equity | 0.59% |
| Bharat Electronics Ltd | Industrials | Equity | 0.59% |
| Arman Financial Services Ltd | Financial | Equity | 0.58% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.56% |
| Yash Highvoltage Ltd. | Industrials | Equity | 0.53% |
| India Glycols Ltd | Materials | Equity | 0.53% |
| Repco Home Finance Ltd | Financial | Equity | 0.52% |
| Keystone Realtors Ltd | Real Estate | Equity | 0.51% |
| Nestle India Ltd Futures | Consumer Staples | Futures | 0.50% |
| Azad Engineering Ltd. | Industrials | Equity | 0.48% |
| INOX INDIA LIMITED EQ | Energy & Utilities | Equity | 0.48% |
| Infosys Ltd | Technology | Equity | 0.48% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 0.48% |
| SEDEMAC Mechatronics Ltd. | Industrials | Equity | 0.45% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.44% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.44% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.37% |
| Tech Mahindra Ltd | Technology | Equity | 0.37% |
| Timex Group India Ltd | Consumer Discretionary | Equity | 0.35% |
| GOVERNMENT OF INDIA 37693 091 DAYS TBILL 22OT26 FV RS 100 | Financial | Treasury Bills | 0.35% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.33% |
| Dredging Corporation Of India Ltd | Industrials | Equity | 0.32% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 0.29% |
| Bajaj Consumer Care Ltd | Consumer Staples | Equity | 0.27% |
| INDO-MIM Ltd. | Industrials | Equity | 0.27% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.26% |
| GOVERNMENT OF INDIA 37642 091 DAYS TBILL 08OT26 FV RS 100 | Financial | Treasury Bills | 0.22% |
| BSE Ltd. | Financial | Futures | 0.17% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.17% |
| BSE Ltd | Financial | Equity | 0.13% |
| Net Payables | Unspecified | Net Payables | -9.05% |
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 | +12.0% | +14.9% | +15.1% | +53.2% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 5 | 13 | 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 ₹43,528 Cr and the Latest NAV as of 28 Aug 2026 is ₹15.44.
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₹43,528.47 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,