Whiteoak Capital Special Opportunities Fund is a Thematic fund run by WhiteOak Capital Mutual Fund. On 30-09-2026, it managed ₹1,959 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned 6.9% and its Regular plan returned 5.3%. Its benchmark, BSE 500 TRI, returned −7.7% over the same year.
NAV (Direct plan)
₹14.47
▼ 0.67% · 30-10-2026
NAV (Regular plan)
₹13.87
▼ 0.67% · 30-10-2026
Expense ratio
1.27%Direct2.74%Regular
1.27%
A year
Riskometer
Very High
Set by the fund house
1 year return
6.9%Direct5.3%Regular
6.9%
Total
Whiteoak Capital Special Opportunities Fund NAV Today
NAV on 30-10-2026: Direct Plan Growth ₹14.47 (down 0.67% that day); Regular Plan Growth ₹13.87 (down 0.67% that day).
This fund (Direct plan)
₹14.469
Whiteoak Capital Special Opportunities Fund Returns vs BSE 500 TRI
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
−1.87%
−1.93%
+7.08%
+6.92%
--
--
--
This fund (Regular)
−1.98%
−2.29%
+6.29%
+5.35%
--
--
--
BSE 500 TRI
−0.87%
−6.09%
−2.95%
−7.66%
+9.89%
+8.65%
+12.51%
Thematic average
−2.09%
−4.52%
+0.86%
−1.22%
--
--
--
Best in Thematic
+11.54%
+11.27%
+22.16%
+75.71%
--
--
--
Worst in Thematic
−16.05%
−11.74%
−13.97%
−22.44%
--
--
--
Rank in Thematic
107/235
53/232
48/232
41/215
--
--
--
Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.
Whiteoak Capital Special Opportunities Fund Year-wise Returns
Return of each calendar year
Year
Direct
Regular
BSE 500 TRI
2026to date
+6.37%
+5.08%
−7.81%
2025
+7.76%
+6.03%
+7.63%
Whiteoak Capital Special Opportunities Fund Rolling Returns
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 346 periods, one for each trading day from 05-06-2025 to 30-10-2026.
−10%0%10%20%30%
Whiteoak Capital Special Opportunities Fund (Direct)
BSE 500 TRI
Jul 2024 to Jul 2025Oct 2024 to Oct 2025Jan 2025 to Jan 2026Apr 2025 to Apr 2026Jun 2025 to Jun 2026Sept 2025 to Sept 2026
Whiteoak Capital Special Opportunities Fund (Direct)BSE 500 TRI
0%
33%
Below 0%
6%
34%
0-5%
31%
25%
5-10%
35%
6%
10-15%
25%
1%
15-20%
3%
0%
20-25%
0%
0%
Above 25%
Every holding period at a glance
Period
Periods
Median
Lowest
Highest
With a loss
Benchmark median
Beat benchmark
1 year
346
11.9%
1.7%
25.3%
0%
2.2%
100%
2 years
100
12.7%
7.1%
16.3%
0%
0.6%
100%
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than BSE 500 TRI over the same days. Past returns do not promise future returns.
Whiteoak Capital Special Opportunities Fund Risk
How much it swings, and the falls an investor had to sit through
Risk and return
Measure
Whiteoak Capital Special Opportunities Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+6.92%
−7.66%
Standard deviation
14.86%
14.32%
Sharpe ratio
0.11
-0.90
Sortino ratio
0.15
-1.19
Maximum drawdown
−14.1%
(30-03-2026)
−14.8%
(30-03-2026)
Beta
0.99
1.00
Alpha
+14.43%
0.00%
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Measure
Whiteoak Capital Special Opportunities Fund (Direct)This fund
BSE 500 TRI
Return (CAGR)
+15.13%
+2.28%
Standard deviation
14.57%
13.79%
Sharpe ratio
0.64
-0.26
Sortino ratio
0.88
-0.35
Maximum drawdown
−17.0%
(03-03-2025)
−18.7%
(28-02-2025)
Beta
1.00
1.00
Alpha
+12.86%
0.00%
From daily NAVs, 05-06-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
−20%−15%−10%−5%0%
Whiteoak Capital Special Opportunities Fund (Direct)
BSE 500 TRI
20252026
Whiteoak Capital Special Opportunities Fund (Direct)BSE 500 TRI
Worst fall
High before it
Bottom
Back at the high
Time to climb back
Below its high today
Whiteoak Capital Special Opportunities Fund (Direct)
−17.0%
16-12-2024
03-03-2025
10-06-2025
3 months
−6.3%
BSE 500 TRI
−18.7%
26-09-2024
28-02-2025
Not yet
--
−9.4%
From the Direct plan's daily NAV since 05-06-2024, adjusted for unit splits, and BSE 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
Whiteoak Capital Special Opportunities Fund vs Other Thematic Funds
The five Thematic funds with the best three year return, and this fund. Direct plans.
AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.
Whiteoak Capital Special Opportunities Fund Expense Ratio and Costs
What each plan charges a year, in force from 23-10-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Thematic median
Cost rank (1 = cheapest)
Direct
0.53%
0.17%
0.02%
0.55%
1.27%
1.18%
140/235
Regular
1.77%
0.17%
0.02%
0.78%
2.74%
2.41%
191/235
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.
Direct vs Regular: what the gap cost
Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.
Over the last
Regular
Direct
Direct earned more by
₹1 lakh became (Regular)
₹1 lakh became (Direct)
1 year
5.35%
6.92%
1.57%
₹1,05,350
₹1,06,920
Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.
Whiteoak Capital Special Opportunities Fund SIP Calculator
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
Step up each year
PeriodFor
₹10,000 on the first trading day of every month, from 05-06-2024 to 30-10-2026: 29 instalments, ₹2,90,000 in all.
Investment
Invested
Value now
Gain
Return a year
Direct planWhiteoak Capital Special Opportunities Fund (Direct)
₹2,90,000
₹3,29,047
₹39,047
10.5%
Regular planWhiteoak Capital Special Opportunities Fund (Regular)
Direct planWhiteoak Capital Special Opportunities Fund (Direct)Regular planWhiteoak Capital Special Opportunities Fund (Regular)BSE 500 TRICategory averageCategory average, 235 Thematic fundsAmount invested
From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Whiteoak Capital Special Opportunities Fund Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
87.0%Equity
Asset
Fund
Category
Equity
87.0%
94.5%
Cash and others
9.4%
4.0%
Debt
3.7%
1.5%
Market cap of stocks
Market cap
Fund
Category
Large Cap
27.9%
45.7%
Mid Cap
9.0%
19.6%
Small Cap
49.1%
24.1%
Not on AMFI's list
1.0%
2.3%
Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Whiteoak Capital Special Opportunities Fund Sector Allocation
Sector allocation of the fund's stocks as on 30-09-2026
Largest sectors
Banks10.9%
Finance6.8%
Pharmaceuticals & Biotechnology5.9%
Auto Components5.9%
Chemicals & Petrochemicals5.6%
Electrical Equipment4.8%
Food Products3.8%
Industrial Products3.7%
Consumer Durables3.6%
Telecom - Services3.3%
The ten largest of 31 sectors. The other 21 add up to 32.6%.
Sector changes
Sector
July 2026
August 2026
September 2026
Change
Banks
15.7%
11.8%
10.9%
−4.8%
Finance
7.2%
7.9%
6.8%
−0.4%
Pharmaceuticals & Biotechnology
3.6%
3.7%
5.9%
+2.3%
Auto Components
3.8%
4.2%
5.9%
+2.1%
Chemicals & Petrochemicals
7.0%
6.7%
5.6%
−1.4%
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
Whiteoak Capital Special Opportunities Fund Portfolio Holdings
As on 30-09-2026 · 94 holdings · from the fund house's monthly portfolio
Holdings
Sector / Rating
Weight%
Holdings trend
1M change
ICICI Bank Limited
Banks
4.13%
0.0%
Bharti Airtel Limited
Telecom - Services
3.28%
+9.3%
Redington Limited
Commercial Services & Supplies
2.70%
+13.4%
State Bank of India
Banks
2.69%
0.0%
Titan Company Limited
Consumer Durables
2.20%
+4.1%
Nestle India Limited
Food Products
2.14%
0.0%
Nexus Select Trust - REIT
Realty
2.05%
PNB Housing Finance Limited
Finance
2.02%
+5.3%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.95%
New
IIFL Finance Limited
Finance
1.94%
0.0%
TVS Motor Company Limited
Automobiles
1.85%
0.0%
Info Edge (India) Limited
Retailing
1.82%
0.0%
Clean Max Enviro Energy Solutions Limited
Power
1.70%
+28.4%
S.J.S. Enterprises Limited
Auto Components
1.59%
0.0%
Reliance Industries Limited
Petroleum Products
1.58%
+30.3%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.50%
0.0%
Tamilnad Mercantile Bank Limited
Banks
1.41%
0.0%
CARE Ratings Limited
Capital Markets
1.36%
+8.0%
Sambhv Steel Tubes Ltd
Industrial Products
1.29%
0.0%
City Union Bank Limited
Banks
1.28%
0.0%
One 97 Communications Limited
Financial Technology (Fintech)
1.26%
−13.7%
Avalon Technologies Limited
Electrical Equipment
1.25%
−11.6%
Yasho Industries Limited
Chemicals & Petrochemicals
1.19%
0.0%
Corona Remedies Limited
Pharmaceuticals & Biotechnology
1.18%
0.0%
Bosch Limited
Auto Components
1.17%
New
Neuland Laboratories Limited
Pharmaceuticals & Biotechnology
1.16%
0.0%
Nuvoco Vistas Corporation Limited
Cement & Cement Products
1.16%
0.0%
Apar Industries Limited
Electrical Equipment
1.15%
+9.5%
Adani Enterprises Limited
Metals & Minerals Trading
1.15%
0.0%
Shadowfax Technologies Limited
Transport Services
1.15%
0.0%
R R Kabel Limited
Industrial Products
1.14%
+19.6%
Five Star Business Finance Limited
Finance
1.11%
−8.1%
Radico Khaitan Limited
Beverages
1.11%
0.0%
Saregama India Limited
Entertainment
1.08%
0.0%
Solar Industries India Limited
Chemicals & Petrochemicals
1.08%
−50.9%
Coforge Limited
IT - Software
1.06%
0.0%
Godrej Agrovet Limited
Food Products
1.02%
+21.5%
Mahindra & Mahindra Limited
Automobiles
0.98%
−50.1%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
0.98%
0.0%
CCL Products (India) Limited
Agricultural Food & other Products
0.97%
0.0%
Thyrocare Technologies Limited
Healthcare Services
0.95%
+11.7%
Prudent Corporate Advisory Services Limited
Capital Markets
0.95%
0.0%
Life Insurance Corporation Of India
Insurance
0.86%
0.0%
Tata Consumer Products Limited
Agricultural Food & other Products
0.85%
0.0%
Mahindra Logistics Limited
Transport Services
0.85%
+12.4%
Bharat Heavy Electricals Limited
Electrical Equipment
0.83%
0.0%
91 Days Tbill (MD 03/12/2026) · Treasury bill
Sovereign
0.82%
Vedanta Aluminium Metal Limited
Non - Ferrous Metals
0.82%
+31.3%
Shilpa Medicare Limited
Pharmaceuticals & Biotechnology
0.81%
0.0%
KRN Heat Exchanger And Refrigeration Limited
Industrial Products
0.81%
0.0%
Kovai Medical Center and Hospital Limited
Healthcare Services
0.79%
0.0%
Aye Finance Limited
Finance
0.78%
−11.3%
91 Days Tbill (MD 19/11/2026) · Treasury bill
Sovereign
0.76%
Tech Mahindra Limited
IT - Software
0.75%
+139.4%
IndusInd Bank Limited
Banks
0.72%
0.0%
Bluestone Jewellery and Lifestyle Limited
Consumer Durables
0.69%
0.0%
Racl Geartech Limited
Auto Components
0.69%
0.0%
91 Days Tbill (MD 29/10/2026) · Treasury bill
Sovereign
0.69%
Sansera Engineering Limited
Auto Components
0.69%
New
Pricol Limited
Auto Components
0.68%
0.0%
Lenskart Solutions Limited
Retailing
0.68%
0.0%
The South Indian Bank Limited
Banks
0.66%
+16.7%
Mrs. Bectors Food Specialities Limited
Food Products
0.65%
−12.5%
Zota Health Care Limited
Pharmaceuticals & Biotechnology
0.65%
0.0%
Deepak Fertilizers and Petrochemicals Corporation Limited
Chemicals & Petrochemicals
0.62%
0.0%
Azad Engineering Ltd
Electrical Equipment
0.58%
0.0%
Yash Highvoltage Limited
Electrical Equipment
0.57%
0.0%
Sedemac Mechatronics Limited
Auto Components
0.54%
0.0%
Tenneco Clean Air India Limited
Auto Components
0.52%
0.0%
Omnitech Engineering Limited
Industrial Manufacturing
0.51%
+25.0%
Archean Chemical Industries Limited
Chemicals & Petrochemicals
0.51%
0.0%
Fusion Finance Limited
Finance
0.51%
0.0%
91 Days Tbill (MD 10/12/2026) · Treasury bill
Sovereign
0.51%
Dynamatic Technologies Limited
Industrial Manufacturing
0.50%
+25.2%
Inox India Limited
Industrial Products
0.48%
0.0%
Arman Financial Services Limited
Finance
0.48%
0.0%
Restaurant Brands Asia Limited
Leisure Services
0.45%
0.0%
TIMEX GROUP INDIA LIMITED
Consumer Durables
0.44%
0.0%
Indo-MIM Limited
Industrial Manufacturing
0.40%
0.0%
Infosys Limited
IT - Software
0.39%
0.0%
Anupam Rasayan India Limited
Chemicals & Petrochemicals
0.38%
0.0%
Diamond Power Infra Limited
Electrical Equipment
0.38%
0.0%
Bharat Electronics Limited
Aerospace & Defense
0.35%
0.0%
91 Days Tbill (MD 22/10/2026) · Treasury bill
Sovereign
0.33%
Neogen Chemicals Limited
Chemicals & Petrochemicals
0.32%
New
Wakefit Innovations Limited
Consumer Durables
0.28%
0.0%
182 Days Tbill (MD 12/11/2026) · Treasury bill
Sovereign
0.27%
Dredging Corporation of India Limited
Engineering Services
0.24%
0.0%
National Stock Exchange Of India Ltd
Capital Markets
0.20%
New
91 Days Tbill (MD 08/10/2026) · Treasury bill
Sovereign
0.20%
Ennature Bio Pharma Limited
Pharmaceuticals & Biotechnology
0.19%
New
IGL Spirits Limited
Beverages
0.19%
New
364 Days Tbill (MD 12/11/2026) · Treasury bill
Sovereign
0.07%
Ather Energy Limited
Automobiles
0.00%
−99.8%
Whiteoak Capital Special Opportunities Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
More
Stocks bought and sold in September 2026
Bharti Airtel Limited
↑Added
+9.3%
3.28%
Redington Limited
↑Added
+13.4%
2.70%
Titan Company Limited
↑Added
+4.1%
2.20%
Solar Industries India Limited
↓Reduced
−50.9%
1.08%
Mahindra & Mahindra Limited
↓Reduced
−50.1%
0.98%
Ather Energy Limited
↓Reduced
−99.8%
0.00%
PNB Housing Finance Limited
↑Added
+5.3%
2.02%
Divi's Laboratories Limited
↑New
New
1.95%
Clean Max Enviro Energy Solutions Limited
↑Added
+28.4%
1.70%
Reliance Industries Limited
↑Added
+30.3%
1.58%
One 97 Communications Limited
↓Reduced
−13.7%
1.26%
Avalon Technologies Limited
↓Reduced
−11.6%
1.25%
CARE Ratings Limited
↑Added
+8.0%
1.36%
Five Star Business Finance Limited
↓Reduced
−8.1%
1.11%
Bosch Limited
↑New
New
1.17%
Apar Industries Limited
↑Added
+9.5%
1.15%
R R Kabel Limited
↑Added
+19.6%
1.14%
EID Parry India Limited
↓Sold out
−100%
was 1.04%
Aye Finance Limited
↓Reduced
−11.3%
0.78%
Godrej Agrovet Limited
↑Added
+21.5%
1.02%
Thyrocare Technologies Limited
↑Added
+11.7%
0.95%
Mahindra Logistics Limited
↑Added
+12.4%
0.85%
Vedanta Aluminium Metal Limited
↑Added
+31.3%
0.82%
Mrs. Bectors Food Specialities Limited
↓Reduced
−12.5%
0.65%
Tech Mahindra Limited
↑Added
+139.4%
0.75%
Sansera Engineering Limited
↑New
New
0.69%
The South Indian Bank Limited
↑Added
+16.7%
0.66%
Omnitech Engineering Limited
↑Added
+25.0%
0.51%
Dynamatic Technologies Limited
↑Added
+25.2%
0.50%
India Glycols Limited
↓Sold out
−100%
was 0.49%
Keystone Realtors Limited
↓Sold out
−100%
was 0.45%
Tata Capital Limited
↓Sold out
−100%
was 0.42%
Neogen Chemicals Limited
↑New
New
0.32%
National Stock Exchange Of India Ltd
↑New
New
0.20%
IGL Spirits Limited
↑New
New
0.19%
Ennature Bio Pharma Limited
↑New
New
0.19%
Oracle Financial Services Software Limited
↓Sold out
−100%
was 0.07%
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Whiteoak Capital Special Opportunities Fund Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
1.27%
Expense ratio (Regular)
2.74%
Category
Thematic
Risk
Very High
Benchmark
BSE 500 TRI
Launch date
04-06-2024
Minimum investment
₹500
Minimum additional investment
₹500
AUM
₹1,958.89 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
152644
ISIN (Direct)
INF03VN01902
Scheme code (Regular)
152643
ISIN (Regular)
INF03VN01894
NAV history
From 05-06-2024, 2.4 years
Exit load
Nil
Tax on Whiteoak Capital Special Opportunities Fund returns
Whiteoak Capital Special Opportunities Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹14.469
30-10-2026
regular
Growth
₹13.868
30-10-2026
About Whiteoak Capital Special Opportunities Fund
Whiteoak Capital Special Opportunities Fund is a mutual fund from WhiteOak Capital Mutual Fund. Its category is Thematic. It was launched on 04-06-2024. Its benchmark is BSE 500 TRI. At the end of September 2026 it held 94 securities.
Fund Manager
Dheeresh Pathak
Fund manager of Whiteoak Capital Special Opportunities Fund, since 04-06-2024
Piyush Baranwal
Fund manager of Whiteoak Capital Special Opportunities Fund, since 04-06-2024
Trupti Agrawal
Fund manager of Whiteoak Capital Special Opportunities Fund, since 04-06-2024
Ashish Agrawal
Fund manager of Whiteoak Capital Special Opportunities Fund, since 06-01-2025
Ramesh Mantri
Fund manager of Whiteoak Capital Special Opportunities Fund, since 20-05-2025
Frequently Asked Questions for Whiteoak Capital Special Opportunities Fund
What is the current NAV of Whiteoak Capital Special Opportunities Fund?
The Direct plan NAV is ₹14.469. The Regular plan NAV is ₹13.868, as on 30-10-2026.
What are the returns of Whiteoak Capital Special Opportunities Fund?
The Direct plan returned +6.92% in 1 year. The Regular plan returned +5.35% in 1 year. These figures are as on 30-10-2026.
What is the expense ratio of Whiteoak Capital Special Opportunities Fund?
The Direct plan charges 1.27% a year. The Regular plan charges 2.74% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.
What is the AUM of Whiteoak Capital Special Opportunities Fund?
Whiteoak Capital Special Opportunities Fund managed ₹1,958.89 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Whiteoak Capital Special Opportunities Fund?
At the end of September 2026 the largest holdings were ICICIBANK (4.13%), BHARTIARTL (3.28%), REDINGTON (2.70%), SBIN (2.69%), TITAN (2.20%). The fund held 94 securities in all.
What did Whiteoak Capital Special Opportunities Fund buy and sell in September 2026?
It bought 7 new stocks: Neogen Chemicals Limited, IGL Spirits Limited, Ennature Bio Pharma Limited, Bosch Limited, Divi's Laboratories Limited. It sold out of 5: EID Parry India Limited, Keystone Realtors Limited, India Glycols Limited, Oracle Financial Services Software Limited, Tata Capital Limited. It added shares in 17. It reduced 8.
How do I invest in Whiteoak Capital Special Opportunities Fund?
Through WhiteOak Capital Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.
Who is the fund manager of Whiteoak Capital Special Opportunities Fund?
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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