WhiteOak Capital Special Opportunities Fund - Direct - Growth
Equity Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
9.03%
Expense Ratio
1.42%
as of 01/07/2026
AUM
₹169.06 Cr
Qtr End: Jun 26
NAV
₹14.698
as of 17/07/2026
1Y Returns (CAGR)
9.03%
Expense Ratio
1.42%
as of 01/07/2026
AUM
₹169.06 Cr
Qtr End: Jun 26
NAV
₹14.698
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 9.30% | 42.74% | 13.65% |
| 6M | 9.77% | 20.49% | 18.20% |
| 1Y | 9.03% | 9.03% | 14.50% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 15/05/2024
- Fund Age
- 2.2 years
- Minimum Investment
- ₹100
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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