WhiteOak Capital Special Opportunities Fund - Direct - Growth
Equity Schemes by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
15.37%
Expense Ratio
1.40%
as of 01/08/2026
AUM
₹169.06 Cr
Qtr End: Jun 26
NAV
₹15.218
as of 02/09/2026
1Y Returns (CAGR)
15.37%
Expense Ratio
1.40%
as of 01/08/2026
AUM
₹169.06 Cr
Qtr End: Jun 26
NAV
₹15.218
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 10.03% | 46.56% | 11.73% |
| 6M | 17.70% | 38.54% | 16.99% |
| 1Y | 15.37% | 15.37% | 14.53% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 15/05/2024
- Fund Age
- 2.3 years
- Minimum Investment
- ₹100
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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