WhiteOak Capital Special Opportunities Fund
Equity OpportunitiesVery HighOPEN-ENDED
- NAV as on 6 Nov 2026
- ₹14.62+0.86%1 day
- Return since launch
- 15.4%
- 52-week range
- ₹11.51 — ₹14.83
- AUM
- ₹2,142 Cr
WhiteOak Capital Special Opportunities Fund is a Equity Opportunities equity fund from WhiteOak Capital Mutual Fund with ₹2,142 Cr under management, launched in 2024. The expense ratio is 2.73% and the SEBI riskometer reading is Very High.
Performance
WhiteOak Capital Special Opportunities Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +11.2% against -1.5% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 17.8% | +14.3 pts | 3.6% | 4.8% |
| 2Y | 14.2% | +8.6 pts | 5.5% | 2.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.0% | +1.1 pts | 1.9% | 4.2% |
| 3M | -0.1% | +1.3 pts | -1.4% | -1.5% |
| 6M | 8.4% | +5.2 pts | 3.3% | 3.8% |
| 1Y | 11.2% | +7.7 pts | 3.6% | -1.7% |
| 2Y | 10.2% | +8.5 pts | 1.7% | -0.2% |
Since launch (15 May 2024): 15.4%
Calendar-year returns
Category average6.0%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 6.0% | +2.8 pts | 3.2% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.83%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.74%
- Brokerage
- 0.20%
- Transaction charges
- 0.02%
- Statutory levies
- 0.87%
- Exit load
- Exit load of 1%, if redeemed within 1 month.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
WhiteOak Capital Special Opportunities Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity88.0%
- Debt10.3%
- Other1.7%
Market cap split
- Large32.4%
- Mid10.8%
- Small56.7%
- P/E
- 29.28
- P/B
- 3.70
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 6.73% | ₹144 Cr | +9.95% | +3.71% | +14.80% |
| ICICI Bank Ltd. | Financial | 3.78% | ₹80.85 Cr | +5.57% | +4.88% | +6.01% |
| Bharti Airtel Ltd. | Communication | 3.00% | ₹64.25 Cr | +3.34% | +4.46% | +5.54% |
| Nifty 50 | Financial | 2.65% | ₹56.68 Cr | +0.56% | +0.65% | +2.58% |
| Redington Ltd. | Services | 2.47% | ₹52.94 Cr | +0.72% | — | — |
| State Bank of India | Financial | 2.46% | ₹52.76 Cr | +2.96% | +3.19% | — |
| Nestle India Ltd. | Consumer Staples | 2.32% | ₹49.74 Cr | +3.58% | +2.99% | — |
| Coforge Ltd. | Technology | 2.04% | ₹43.59 Cr | +3.45% | +1.55% | +2.37% |
| Titan Company Ltd. | Consumer Discretionary | 2.01% | ₹43.15 Cr | +1.88% | — | — |
| Nexus Select Trust | Construction | 1.88% | ₹40.23 Cr | +1.64% | +1.79% | +2.39% |
| PNB Housing Finance Ltd. | Financial | 1.85% | ₹39.63 Cr | +1.06% | — | — |
| Divi's Laboratories Ltd. | Healthcare | 1.78% | ₹38.17 Cr | — | — | — |
| IIFL Finance Ltd. | Financial | 1.77% | ₹38.00 Cr | +1.81% | — | — |
| Ather Energy Ltd. | Automobile | 1.71% | ₹36.72 Cr | +1.96% | — | — |
| TVS Motor Company Ltd. | Automobile | 1.69% | ₹36.21 Cr | +1.15% | +1.03% | — |
| Info Edge (India) Ltd. | Services | 1.66% | ₹35.60 Cr | — | +1.17% | +2.58% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | 1.55% | ₹33.24 Cr | +1.34% | +0.38% | — |
| SJS Enterprises Ltd. | Automobile | 1.46% | ₹31.22 Cr | +1.48% | +0.73% | — |
| Reliance Industries Ltd. | Energy | 1.44% | ₹30.90 Cr | +1.87% | +5.08% | +1.98% |
| Navin Fluorine International Ltd. | Chemicals | 1.37% | ₹29.44 Cr | +1.48% | +1.67% | +1.12% |
| Infosys Ltd. | Technology | 1.32% | ₹28.36 Cr | +4.02% | +7.15% | — |
| Tamilnad Mercantile Bank Ltd. | Financial | 1.29% | ₹27.56 Cr | +0.78% | — | — |
| Tech Mahindra Ltd. | Technology | 1.28% | ₹27.35 Cr | — | — | — |
| Care Ratings Ltd. | Services | 1.24% | ₹26.62 Cr | +0.97% | +1.10% | +0.94% |
| Indusind Bank Ltd. | Financial | 1.19% | ₹25.56 Cr | +1.28% | +1.20% | +0.93% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | 1.18% | ₹25.36 Cr | +0.90% | +0.87% | +0.55% |
| City Union Bank Ltd. | Financial | 1.17% | ₹25.02 Cr | +0.97% | +1.01% | — |
| One 97 Communications Ltd. | Services | 1.15% | ₹24.66 Cr | — | +0.76% | — |
| Avalon Technologies Ltd. | Capital Goods | 1.15% | ₹24.53 Cr | — | — | — |
| Yasho Industries Ltd. | Chemicals | 1.09% | ₹23.26 Cr | +0.77% | +0.37% | +0.55% |
| CORONA Remedies Ltd. | Healthcare | 1.08% | ₹23.08 Cr | +1.08% | +0.77% | — |
| Bosch Ltd. | Automobile | 1.07% | ₹23.01 Cr | — | — | — |
| Neuland Laboratories Ltd. | Healthcare | 1.06% | ₹22.76 Cr | +1.07% | +0.78% | +1.59% |
| Nuvoco Vistas Corporation Ltd. | Materials | 1.06% | ₹22.74 Cr | +0.85% | +0.78% | +0.96% |
| Shadowfax Technologies Ltd. | Services | 1.05% | ₹22.55 Cr | +1.93% | +0.32% | — |
| Apar Industries Ltd. | Consumer Staples | 1.05% | ₹22.51 Cr | +0.84% | +0.49% | — |
| Adani Enterprises Ltd. | Services | 1.05% | ₹22.44 Cr | — | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 1.04% | ₹22.33 Cr | — | — | — |
| Five-Star Business Finance Ltd. | Financial | 1.01% | ₹21.70 Cr | +1.25% | +0.58% | — |
| Radico Khaitan Ltd. | Consumer Staples | 1.01% | ₹21.66 Cr | +1.23% | +0.96% | — |
| Solar Industries India Ltd. | Chemicals | 0.99% | ₹21.23 Cr | +1.92% | +0.55% | — |
| Saregama India Ltd. | Services | 0.98% | ₹21.09 Cr | +0.92% | — | — |
| Godrej Agrovet Ltd. | Consumer Staples | 0.94% | ₹20.05 Cr | — | — | — |
| Mahindra & Mahindra Ltd. | Automobile | 0.90% | ₹19.26 Cr | +1.98% | +2.28% | +3.37% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 0.90% | ₹19.22 Cr | +1.33% | +1.21% | — |
| CCL Products (India) Ltd. | Consumer Staples | 0.89% | ₹19.02 Cr | +1.00% | +0.66% | — |
| Thyrocare Technologies Ltd. | Healthcare | 0.87% | ₹18.59 Cr | — | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.86% | ₹18.52 Cr | — | — | — |
| Life Insurance Corporation of India | Insurance | 0.79% | ₹16.94 Cr | — | — | — |
| Tata Consumer Products Ltd. | Consumer Staples | 0.78% | ₹16.66 Cr | +1.02% | — | — |
| Mahindra Logistics Ltd. | Services | 0.77% | ₹16.59 Cr | +0.68% | +0.27% | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 0.76% | ₹16.27 Cr | +1.08% | +0.71% | — |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | 0.75% | ₹15.98 Cr | +0.42% | — | — |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | 0.74% | ₹15.94 Cr | +0.68% | +0.83% | +0.45% |
| Shilpa Medicare Ltd. | Healthcare | 0.74% | ₹15.86 Cr | +0.66% | +0.55% | +0.65% |
| Kovai Medical Center & Hospital Ltd. | Healthcare | 0.73% | ₹15.57 Cr | +0.84% | +0.68% | +0.59% |
| Aye Finance Ltd. | Financial | 0.71% | ₹15.24 Cr | +0.73% | — | — |
| Blue Star Ltd. | Consumer Discretionary | 0.65% | ₹13.99 Cr | +0.84% | — | — |
| Reserve Bank of India | Financial | 0.63% | ₹13.55 Cr | +0.63% | +0.19% | +0.45% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | 0.63% | ₹13.53 Cr | — | — | — |
| Sansera Engineering Ltd. | Automobile | 0.63% | ₹13.47 Cr | — | — | — |
| RACL Geartech Ltd. | Automobile | 0.63% | ₹13.43 Cr | +0.64% | +0.67% | +0.54% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 0.62% | ₹13.31 Cr | +0.81% | — | — |
| Pricol Ltd. | Automobile | 0.62% | ₹13.25 Cr | — | — | — |
| The South Indian Bank Ltd. | Financial | 0.60% | ₹12.84 Cr | +0.67% | +0.71% | — |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | 0.59% | ₹12.69 Cr | — | — | — |
| Zota Health Care Ltd. | Healthcare | 0.59% | ₹12.65 Cr | +0.75% | +0.79% | — |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 0.57% | ₹12.22 Cr | +1.50% | +0.44% | +0.63% |
| Azad Engineering Ltd. | Capital Goods | 0.53% | ₹11.27 Cr | +0.42% | +0.76% | +0.89% |
| Yash Highvoltage Ltd. | Capital Goods | 0.52% | ₹11.17 Cr | +0.49% | — | — |
| SEDEMAC Mechatronics Ltd. | Capital Goods | 0.49% | ₹10.53 Cr | +0.47% | — | — |
| Tenneco Clean Air India Ltd | Automobile | 0.48% | ₹10.18 Cr | +1.17% | +1.03% | — |
| Fusion Finance Ltd. | Financial | 0.47% | ₹10.09 Cr | — | — | — |
| Archean Chemical Industries Ltd. | Chemicals | 0.47% | ₹10.01 Cr | +0.31% | +0.49% | +0.64% |
| Omnitech Engineering Ltd. | Capital Goods | 0.46% | ₹9.95 Cr | +0.70% | — | — |
| Dynamatic Technologies Ltd. | Automobile | 0.46% | ₹9.87 Cr | +0.33% | — | — |
| Arman Financial Services Ltd. | Financial | 0.44% | ₹9.35 Cr | +0.33% | — | — |
| Inox India Ltd. | Metals & Mining | 0.44% | ₹9.35 Cr | — | — | — |
| Restaurant Brands Asia Ltd. | Services | 0.41% | ₹8.84 Cr | — | — | — |
| Timex Group India Ltd. | Consumer Discretionary | 0.40% | ₹8.56 Cr | — | — | — |
| INDO-MIM Ltd. | Capital Goods | 0.36% | ₹7.75 Cr | — | — | — |
| Diamond Power Infrastructure Ltd. | Capital Goods | 0.35% | ₹7.43 Cr | — | — | — |
| Anupam Rasayan India Ltd. | Chemicals | 0.34% | ₹7.37 Cr | — | — | — |
| Bharat Electronics Ltd. | Capital Goods | 0.32% | ₹6.86 Cr | +1.60% | +2.53% | +2.29% |
| Neogen Chemicals Ltd. | Chemicals | 0.29% | ₹6.25 Cr | — | +0.47% | +0.86% |
| Wakefit Innovations Ltd. | Consumer Discretionary | 0.25% | ₹5.39 Cr | +0.25% | +0.43% | — |
| Dredging Corporation Of India Ltd. | Services | 0.22% | ₹4.64 Cr | +0.30% | +0.30% | — |
| National Stock Exchange | Financial | 0.18% | ₹3.89 Cr | — | — | — |
| Ennature Bio Pharma Ltd. | Healthcare | 0.17% | ₹3.69 Cr | — | — | — |
| IGL Spirits Ltd, | Consumer Staples | 0.17% | ₹3.69 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 4.04% | 6.93% | +2.90% |
| Nifty 50 | 0.27% | 2.65% | +2.38% |
| Titan Company Ltd. | 0.10% | 2.01% | +1.92% |
| Divi's Laboratories Ltd. | 0.00% | 1.78% | +1.78% |
| Ather Energy Ltd. | 0.27% | 1.71% | +1.44% |
| Mahindra & Mahindra Ltd. | 2.21% | 0.90% | -1.31% |
| Solar Industries India Ltd. | 2.27% | 0.99% | -1.28% |
| Bosch Ltd. | 0.00% | 1.07% | +1.07% |
| E.I.D. - Parry (India) Ltd. | 1.04% | 0.00% | -1.04% |
| Infosys Ltd. | 1.78% | 0.97% | -0.81% |
| ICICI Bank Ltd. | 4.58% | 3.78% | -0.81% |
| company:5881 | 0.69% | 0.00% | -0.69% |
| Sansera Engineering Ltd. | 0.00% | 0.63% | +0.63% |
| Tech Mahindra Ltd. | 1.17% | 0.59% | -0.58% |
| State Bank of India | 3.00% | 2.46% | -0.54% |
| India Glycols Ltd. | 0.49% | 0.00% | -0.49% |
| Keystone Realtors Ltd | 0.45% | 0.00% | -0.45% |
| Tata Capital Ltd. | 0.42% | 0.00% | -0.42% |
| Redington Ltd. | 2.11% | 2.47% | +0.36% |
| One 97 Communications Ltd. | 1.51% | 1.15% | -0.36% |
| IIFL Finance Ltd. | 2.11% | 1.77% | -0.33% |
| Avalon Technologies Ltd. | 1.48% | 1.15% | -0.33% |
| SJS Enterprises Ltd. | 1.77% | 1.46% | -0.32% |
| Info Edge (India) Ltd. | 1.98% | 1.66% | -0.31% |
| Aye Finance Ltd. | 1.02% | 0.71% | -0.31% |
| Clean Max Enviro Energy Solutions Ltd. | 1.25% | 1.55% | +0.30% |
| Neogen Chemicals Ltd. | 0.00% | 0.29% | +0.29% |
| TVS Motor Company Ltd. | 1.97% | 1.69% | -0.28% |
| Nexus Select Trust | 1.60% | 1.88% | +0.27% |
| Coforge Ltd. | 1.32% | 1.06% | -0.26% |
| Prudent Corporate Advisory Services Ltd. | 1.12% | 0.86% | -0.26% |
| Five-Star Business Finance Ltd. | 1.26% | 1.01% | -0.25% |
| Tamilnad Mercantile Bank Ltd. | 1.52% | 1.29% | -0.23% |
| Mrs. Bectors Food Specialities Ltd. | 0.82% | 0.59% | -0.23% |
| Navin Fluorine International Ltd. | 1.60% | 1.37% | -0.22% |
| Neuland Laboratories Ltd. | 1.26% | 1.06% | -0.20% |
| National Stock Exchange | 0.00% | 0.18% | +0.18% |
| Yasho Industries Ltd. | 1.26% | 1.09% | -0.17% |
| Ennature Bio Pharma Ltd. | 0.00% | 0.17% | +0.17% |
| IGL Spirits Ltd, | 0.00% | 0.17% | +0.17% |
| Sambhv Steel Tubes Ltd. | 1.01% | 1.18% | +0.17% |
| Tata Consumer Products Ltd. | 0.94% | 0.78% | -0.16% |
| CCL Products (India) Ltd. | 1.04% | 0.89% | -0.15% |
| KRN Heat Exchanger And Refrigeration Ltd. | 0.89% | 0.74% | -0.14% |
| City Union Bank Ltd. | 1.31% | 1.17% | -0.14% |
| PNB Housing Finance Ltd. | 1.99% | 1.85% | -0.14% |
| Radico Khaitan Ltd. | 1.15% | 1.01% | -0.14% |
| Bharat Heavy Electricals Ltd. | 0.89% | 0.76% | -0.13% |
| Life Insurance Corporation of India | 0.92% | 0.79% | -0.13% |
| Reliance Industries Ltd. | 1.31% | 1.44% | +0.13% |
| Bharti Airtel Ltd. | 3.12% | 3.00% | -0.12% |
| Fusion Finance Ltd. | 0.59% | 0.47% | -0.12% |
| Indusind Bank Ltd. | 0.66% | 0.54% | -0.12% |
| Pricol Ltd. | 0.73% | 0.62% | -0.11% |
| Care Ratings Ltd. | 1.36% | 1.24% | -0.11% |
| Arman Financial Services Ltd. | 0.55% | 0.44% | -0.11% |
| Krishna Institute of Medical Sciences Ltd | 1.00% | 0.90% | -0.11% |
| Dynamatic Technologies Ltd. | 0.36% | 0.46% | +0.10% |
| Thyrocare Technologies Ltd. | 0.97% | 0.87% | -0.10% |
| Godrej Agrovet Ltd. | 0.84% | 0.94% | +0.10% |
| Mahindra Logistics Ltd. | 0.68% | 0.77% | +0.09% |
| Adani Enterprises Ltd. | 1.14% | 1.05% | -0.09% |
| CORONA Remedies Ltd. | 1.16% | 1.08% | -0.09% |
| BlueStone Jewellery and Lifestyle Ltd. | 0.72% | 0.63% | -0.09% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | 0.66% | 0.57% | -0.09% |
| Vedanta Aluminium Metal Ltd. | 0.66% | 0.75% | +0.09% |
| Kovai Medical Center & Hospital Ltd. | 0.81% | 0.73% | -0.08% |
| Nestle India Ltd. | 0.45% | 0.37% | -0.08% |
| INDO-MIM Ltd. | 0.28% | 0.36% | +0.08% |
| R R Kabel Ltd. | 1.12% | 1.04% | -0.08% |
| Restaurant Brands Asia Ltd. | 0.49% | 0.41% | -0.08% |
| Omnitech Engineering Ltd. | 0.39% | 0.46% | +0.07% |
| Blue Star Ltd. | 0.72% | 0.65% | -0.07% |
| Tenneco Clean Air India Ltd | 0.55% | 0.48% | -0.07% |
| Dredging Corporation Of India Ltd. | 0.29% | 0.22% | -0.07% |
| Inox India Ltd. | 0.50% | 0.44% | -0.06% |
| The South Indian Bank Ltd. | 0.54% | 0.60% | +0.06% |
| Reserve Bank of India | 0.70% | 0.63% | -0.06% |
| Anupam Rasayan India Ltd. | 0.41% | 0.34% | -0.06% |
| Zota Health Care Ltd. | 0.53% | 0.59% | +0.06% |
| Bharat Electronics Ltd. | 0.38% | 0.32% | -0.06% |
| Archean Chemical Industries Ltd. | 0.52% | 0.47% | -0.05% |
| Saregama India Ltd. | 1.03% | 0.98% | -0.04% |
| Nuvoco Vistas Corporation Ltd. | 1.11% | 1.06% | -0.04% |
| Lenskart Solutions Ltd. | 0.66% | 0.62% | -0.04% |
| RACL Geartech Ltd. | 0.67% | 0.63% | -0.04% |
| Azad Engineering Ltd. | 0.56% | 0.53% | -0.03% |
| Wakefit Innovations Ltd. | 0.28% | 0.25% | -0.03% |
| Diamond Power Infrastructure Ltd. | 0.38% | 0.35% | -0.03% |
| Apar Industries Ltd. | 1.08% | 1.05% | -0.03% |
| Shadowfax Technologies Ltd. | 1.07% | 1.05% | -0.02% |
| Timex Group India Ltd. | 0.42% | 0.40% | -0.02% |
| SEDEMAC Mechatronics Ltd. | 0.48% | 0.49% | +0.01% |
| Yash Highvoltage Ltd. | 0.53% | 0.52% | 0.00% |
| Shilpa Medicare Ltd. | 0.74% | 0.74% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹6,105 Cr | 2.13% | 6.1% | 8.3% | 14.9% |
 ICICI Prudential Business Cycle Fund | ₹14,889 Cr | 1.86% | 3.5% | 6.8% | 13.3% |
 Franklin India Opportunities Fund | ₹9,577 Cr | 2.08% | -0.7% | 5.4% | 15.7% |
 Kotak Business Cycle Fund | ₹3,414 Cr | 2.02% | 13.8% | 10.7% | — |
 Aditya Birla Sun Life Special Opportunities Fund | ₹1,357 Cr | 2.26% | 14.0% | 13.2% | 15.6% |
 Mahindra Manulife Business Cycle Fund | ₹1,291 Cr | 2.42% | -0.1% | 5.3% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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 managers
- Ashish AgrawalPGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of LucknowPrior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
- Dheeresh PathakMr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI GurgaonPrior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
- Piyush BaranwalMr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
- Ramesh MantriMr. Mantri is an MBA, CFA and CAPrior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
- Trupti AgrawalMs. Agrawal has done B.Com and CA.Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months8.44% absolute | ₹60,000 | ₹65,064 | 8.44% | |
| 1 year11.24% annualised | ₹1,20,000 | ₹1,27,563 | 6.30% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of WhiteOak Capital Special Opportunities Fund?
The NAV of WhiteOak Capital Special Opportunities Fund is ₹14.62 as on 6 Nov 2026.
What is the expense ratio of WhiteOak Capital Special Opportunities Fund?
The expense ratio of WhiteOak Capital Special Opportunities Fund is 2.73% per year.
What is the minimum SIP amount for WhiteOak Capital Special Opportunities Fund?
You can start a SIP in WhiteOak Capital Special Opportunities Fund with ₹3,000 a month.
Is there a lock-in or exit load on WhiteOak Capital Special Opportunities Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 1 month..
How risky is WhiteOak Capital Special Opportunities Fund?
WhiteOak Capital Special Opportunities Fund is rated Very High on the SEBI riskometer and belongs to the Equity Opportunities category.
Which fund house manages WhiteOak Capital Special Opportunities Fund?
WhiteOak Capital Special Opportunities Fund is managed by WhiteOak Capital Mutual Fund, which runs 23 schemes with ₹44,845 Cr under management.