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WhiteOak Capital Special Opportunities Fund Direct - Growth

EquitySectoral / Thematic
7.77%profit1 Year Returns

as on 09 Jul 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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WhiteOak Capital Special Opportunities Fund Direct - Growth is a Equity mutual fund scheme launched on 04 Jun 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹500.

NAV ₹ 14.5670 (+1.53%)

NAV

NIFTY50

Returns Calculator

basis annualised returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.26 L

7.77%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 25,862 (7.77%)

Maturity Value

₹ 6,25,862

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP

Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

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Asset Allocation

AUM

₹ 1,601.14 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

Sorry, No Data Available at this Moment!

Fund Comparison

Fund Details

52W High NAV

₹ NaN

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 500.00

AUM (in Cr.)

₹ 1,601.14

Expense Ratio

0.48%

Lock-in Period

No Lock in Period

52W Low NAV

₹ NaN

Inception Date

04 Jun 2024

Fund Age

2 Yrs

Benchmark

BSE 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • No charges for withdrawal

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Piyush Baranwal
Bachelor of Engineering, PGDBM, CFA(USA)
Ashish Agarwal
PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce. from University of Lucknow.
Ramesh Mantri
MBA, CFA and CA
Trupti Agrawal
B.Com, CA
Dheeresh Pathak
B.Com, CA

Fund Objective

The primary objective of the Scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

WhiteOak Capital Mutual Fund

No. of Schemes

21

Total AUM

₹ 38,208.60 Cr

Contact Details

globemf.whiteoakamc.com
phone022 69187607
twitter@WhiteOakCap
address

Unit No. B, 1th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025

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FAQs

WhiteOak Capital Special Opportunities Fund was launched on 04 Jun 2024.
The current NAV of WhiteOak Capital Special Opportunities Fund is ₹14.5670 as of 09 Jul 2026.
The latest value of AUM of WhiteOak Capital Special Opportunities Fund is ₹1,601.14 crores as of 09 Jul 2026.
The return on investment of WhiteOak Capital Special Opportunities Fund is:
  • In the past 1Y: 7.77%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of WhiteOak Capital Special Opportunities Fund is 0.48%.
The exit load of WhiteOak Capital Special Opportunities Fund is as follows:
No charges for withdrawal
The portfolio of WhiteOak Capital Special Opportunities Fund includes:
No Data

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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of WhiteOak Capital Special Opportunities Fund is Very High.
The fund manager of WhiteOak Capital Special Opportunities Fund is Piyush Baranwal, Ashish Agarwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak.
If you wish to invest in WhiteOak Capital Special Opportunities Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹500.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in WhiteOak Capital Special Opportunities Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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WhiteOak Capital Special Opportunities Fund

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