EquitySectoral/ ThematicDirect · Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital · Scheme 152644
₹15.28▲ 0.09%NAV · 2026-09-18
Strong FundScore
AUM
₹1,801 cr
Expense ratio
1.40%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Piyush BaranwalExit load: Nil
Strong · 75/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓1Y return: +15.6%
- ✓Alpha vs benchmark: +14.4%
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
75/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Decent
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.