1. Home
  2. Mutual Funds
44864
73700
WhiteOak Capital Special Opportunities Fund-Reg (G)
13.02
-0.52
-0.15
11.40
19.41
18.27
7
1.13
13.02
WhiteOak Capital Special Opportunities Fund-Reg (G)
1.15
14.73
1.04
3.5
1 Year

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

Start Investing
  • NAV

    14.64

    11 Sep 2026

  • 0.04%

     1 Day

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

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 2.87%

    Expense Ratio

  • NA

     Rating

  • 1,941 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 11 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 13.02%
  • 18.27
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
4.58%
4.04%
3.12%
3.00%
2.47%
82.79%
View All

Advance Ratio

  • 15.70Alpha
  • 5.10SD
  • 1.11Beta
  • 0.54Sharpe

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

AMC Contact Details

  • Address :
  • Unit No. B, 1th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form