Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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WhiteOak Capital Special Opportunities Fund - Direct Growth

WhiteOak Capital Mutual Fund · Managed by Piyush Baranwal; Ramesh Mantri; Trupti Agrawal; Dheeresh Pathak; Ashish Agrawal

FundScore
Latest NAV
₹15.2760
as of 18 Aug 2026
AUM
Expense ratio
0.54%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
45/100slipping
Rank #551 of 1015 · top 55%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
3.93%
3M
12.69%
6M
13.21%
1Y
15.57%
3Y CAGR
5Y CAGR
Since incep.
19.50%
Fund details
Fund manager
Piyush Baranwal; Ramesh Mantri; Trupti Agrawal; Dheeresh Pathak; Ashish Agrawal
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
298%
Volatility (3Y)
14.9%
Rating (external)
Investment objective

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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

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