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Business News/Market/Market Stats/    WhiteOak Capital Special Opportunities Fund Regular Growth

WhiteOak Capital Special Opportunities Fund Regular Growth

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Invest
Explore On
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
12.91 +0.04 (0.33%) NAV as on 14 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)943.81
  • CAGR 12.81%
  • Exit Load1.00%
  • Expense ratio2.19%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2024-06-04

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 15 July 2025

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 35.82
  • 3.79%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The primary objective of the Scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the Scheme will be realized.

 

The WhiteOak Capital Special Opportunities Fund Regular Growth has an AUM of 943.81 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.19%. The minimum investment in WhiteOak Capital Special Opportunities Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Icici Bank, Bharti Airtel, Hdfc Bank & Clearing Corporation Of India Ltd.

 

The major sectors where the fund is invested are Regional Banks, Computer Services, Communications Services & Software & Programming.

 

WhiteOak Capital Special Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about WhiteOak Capital Special Opportunities Fund Regular Growth

According to the morning star rating WhiteOak Capital Special Opportunities Fund Regular Growth has a Medium risk & Exceptional return.
WhiteOak Capital Special Opportunities Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Ashish Agrawal.
The expense ratio of WhiteOak Capital Special Opportunities Fund Regular Growth is 2.19%.
The 5 year annualized return on WhiteOak Capital Special Opportunities Fund Regular Growth is 0.00% & it has generated 12.81% in the last 1 year.
The minimum investment in WhiteOak Capital Special Opportunities Fund Regular Growth is 500 Rs.
WhiteOak Capital Special Opportunities Fund Regular Growth has an AUM of 943.81 crores.
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