WhiteOak Capital Special Opportunities Fund - Direct - Growth
A Equity Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
17.10%
Expense Ratio
0.64%
as of 01/02/2026
AUM
₹141.39 Cr
Qtr End: Dec 25
NAV
₹13.089
as of 02/03/2026
1Y Returns (CAGR)
17.10%
Expense Ratio
0.64%
as of 01/02/2026
AUM
₹141.39 Cr
Qtr End: Dec 25
NAV
₹13.089
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.7k
Abs. Returns26.9%
CAGR14.7%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.17% | -15.68% | 13.29% |
| 6M | -0.31% | -0.62% | 10.92% |
| 1Y | 17.10% | 17.10% | 12.90% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 15/05/2024
- Fund Age
- 1.8 years
- Minimum Investment
- ₹100
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 45.42% | 1.05% | ₹92.83 |
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