EquitySectoral/ ThematicDirect · Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital · Scheme 152644
₹15.10▲ 0.19%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.81% |
| 3 Months | +10.87% |
| 6 Months | +12.67% |
| 1 Year | +15.02% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +19.25% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns88
Consistency50
Risk-adjusted62
Downside protection74
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return: +15.0%
- ✓ 1Y return vs category: +6.6% vs category avg
- ✓ Alpha vs benchmark: +13.2%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -17%
Risk metrics
Sharpe ratio
0.85
Sortino ratio
1.11
Volatility
14.93%
Max drawdown
-16.97%
Downside capture
88.40%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.