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Sectoral / Thematic · Equity

WhiteOak Capital Special Opportunities Fund

WhiteOak Capital Mutual Fund
Benchmark
BSE 500 TRI
Riskometer
Very High
Size
₹2,007 cr
Allotted
Not on record
Holdings as of
Not on record

WhiteOak Capital Special Opportunities Fund is a sectoral / thematic fund of WhiteOak Capital Mutual Fund with ₹2,007 cr under management. It is ahead of its benchmark (BSE 500 TRI) in 1 of 1 periods. Its direct plan charges 1.26% a year.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has WhiteOak Capital Special Opportunities Fund beaten its benchmark?

Ahead of its benchmark, BSE 500 TRI, in 1 of 1 periods in AMFI's figures; +10.71% over the last year against −4.65%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (BSE 500 TRI) in 1 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +10.71%+9.08%−4.65% +15.36 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does WhiteOak Capital Special Opportunities Fund cost?

1.26% a year on the direct plan, 2.73% on the regular plan; 42 of 61 funds in its category charge less.

Direct plan
1.26% a year
Category median 1.09%
Regular plan
2.73% a year
Category median 2.40%
Gap
1.47 points
for the same holdings
42 of 61 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Thematic Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages WhiteOak Capital Special Opportunities Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does WhiteOak Capital Special Opportunities Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

What is the expense ratio of WhiteOak Capital Special Opportunities Fund?

1.26% a year on the direct plan and 2.73% on the regular plan (expense report, Oct 2026).

Inside the app

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WhiteOak Capital Special Opportunities Fund in the app: beside your own funds, with what you own through them

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