WhiteOak Capital Special Opportunities Fund Direct Growth

WhiteOak Capital Special Opportunities Fund Direct Growth is an equity fund. This fund was started on 4 June, 2024. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Special Opportunities Fund Direct Growth has ₹944 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

WhiteOak Capital Special Opportunities Fund Direct Growth has given a CAGR return of 28.80% since inception. Over the last 1 year the fund has given a CAGR return of 18.06%.

WhiteOak Capital Special Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Government, Tech, Consumer Cyclical, Communication, Basic Materials, Health, Real Estate, Energy, Utilities. Its top holdings are ICICI Bank Ltd, Bharti Airtel Ltd, HDFC Bank Ltd, Info Edge (India) Ltd, Kotak Mahindra Bank Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Special Opportunities Fund Direct Growth has no lock in period.