White Oak Capital - Special Opportunities Fund · Direct · Growth
NAV
₹14.7420
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +13.01%
- 3Y
- —
- 5Y
- —
- Since Inception
- +18.22%
SIP returns (XIRR)
- 1Y
- +14.59%
- 3Y
- —
- 5Y
- —
- Since Inception
- +13.39%
Returns calculated from 15 May 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks11.77%
- Finance7.94%
- Chemicals & Petrochemicals6.72%
- Automobiles6.33%
- Food Products5.17%
- Electrical Equipment4.92%
- Auto Components4.20%
- Consumer Durables3.80%
- Pharmaceuticals & Biotechnology3.69%
- Industrial Products3.52%
- Telecom - Services3.12%
- Healthcare Services2.78%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with WhiteOak Capital Special Opportunities Fund - Regular Growth
- 1Icici Bank Limited4.58%
- 2Bharti Airtel Limited3.12%
- 3State Bank Of India3.00%
- 4Nestle India Limited2.47%
- 5Titan Company Limited2.38%
- 6Solar Industries India Limited2.27%
- 7Mahindra & Mahindra Limited2.21%
- 8Ather Energy Limited2.15%
- 9Iifl Finance Limited2.11%
- 10Redington Limited2.11%
What this fund does
White Oak Capital - Special Opportunities Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
White Oak Capital - Special Opportunities Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years.