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44865
73700
WhiteOak Capital Special Opportunities Fund-Dir (G)
8.94
0.35
1.45
2.64
0.01
17.31
7
1.09
8.94
WhiteOak Capital Special Opportunities Fund-Dir (G)
1.07
7.27
1.04
3.5
1 Year

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  • NAV

    13.68

    22 May 2026

  • -0.01%

     1 Day

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.98%

    Expense Ratio

  • NA

     Rating

  • 1,539 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 22 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.94%
  • 17.31

By Holding By Sector By Asset
4.26%
3.80%
3.53%
2.50%
2.41%
83.50%
View All

  • 9.78Alpha
  • 4.81SD
  • 1.05Beta
  • -0.13Sharpe

Exit Load & Tax Implication

  • Exit Load
  • NIL
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

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 (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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Managers

Dheeresh Pathak

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

  • Address :
  • Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com

Other Calculators

FAQs

WhiteOak Capital Special Opportunities Fund-Dir (G) has delivered 14.31% since inception

The NAV of WhiteOak Capital Special Opportunities Fund-Dir (G) is ₹11.431 as of 22 May 2026

The expense ratio of WhiteOak Capital Special Opportunities Fund-Dir (G) is 1.98 % as of 22 May 2026

The AUM of WhiteOak Capital Special Opportunities Fund-Dir (G) 0 CR as of 22 May 2026

The minimum SIP amount of WhiteOak Capital Special Opportunities Fund-Dir (G) is 100

The top stock holdings of WhiteOak Capital Special Opportunities Fund-Dir (G) are

  1. HDFC Bank - 4.26%
  2. ICICI Bank - 3.80%
  3. Bharti Airtel - 3.53%
  4. C C I - 2.50%
  5. M & M - 2.41%

The top sectors WhiteOak Capital Special Opportunities Fund-Dir (G) has invested in are

  1. - 0%

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