WhiteOak Capital Special Opportunities Fund Regular Growth
3Y Annualised
N/A
-0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.91%
-0.61% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 10 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹1041.66 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment..
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
3rd
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
5th
HDFC Transportation and Logistics Fund Direct Growth
463rd
WhiteOak Capital Special Opportunities Fund Regular Growth
Fund Managers
About WhiteOak Capital Special Opportunities Fund Regular Growth
WhiteOak Capital Special Opportunities Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2024-06-04. WhiteOak Capital Special Opportunities Fund Regular Growth has ₹1041.66 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Special Opportunities Fund Regular Growth as of Fri Jul 18 2025 is ₹12.926. The fund has an expense ratio of 2.15%, which is medium comparable to most other Equity funds.
WhiteOak Capital Special Opportunities Fund Regular Growth returns for the last 1 year are 12.57%. Since launch, it has delivered 25.76% average annual returns.
The WhiteOak Capital Special Opportunities Fund Regular Growth has the majority of its money invested in Communication Services, Financial Services, Industrials, Consumer Cyclical, Real Estate, Energy sectors.
Top 5 Holdings of WhiteOak Capital Special Opportunities Fund Regular Growth.
- Bharti Airtel Ltd: 6.59%
- HDFC Bank Ltd: 6.43%
- ICICI Bank Ltd: 6.38%
- Info Edge (India) Ltd: 2.97%
- Bharat Electronics Ltd: 2.53%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2024-06-04 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Special Opportunities Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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Can I invest in SIP and a Lump Sum of WhiteOak Capital Special Opportunities Fund Regular Growth?
