WhiteOak Capital Special Opportunities Fund Direct Growth
EquityEquity - Other
13.50
0.01(0.11%)
NAV as on 09 Dec, 2025
CAGR
21.94%
- AUM (Crs.)1,361.43
- Expense Ratio0.56 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average343.94 / 93.62
- Top 5 Stocks Wt.25.66
- Top 10 Stocks Wt.38.13
- Top 3 Sectors Wt.57.14
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDheeresh Pathak, Ramesh Mantri, Ashish Agrawal, Piyush Baranwal, Trupti Agrawal
- Launch Date04 Jun, 2024
- BenchmarkS&P BSE 500
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.
Riskometer
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