WhiteOak Capital Special Opportunities Fund-Dir (G)

Basic Details

Lumpsum Returns

Note: Lumpsum Returns since Inception Date.

SIP Returns

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Risk Ratios

Top 10 stock holding in portfolio

Peer Comparison

List of Schemes under WhiteOak Capital Mutual Fund

News

• WhiteOak Capital Mutual Fund announces change in Exit Load Structure

  WhiteOak Capital Mutual Fund has announced change in exit load structure under following schemes stands revised with effect from April 27, 2026.

  Change in Exit Load:

  Name of the Scheme	Existing Exit Load	Revised Exit Load
  WhiteOak Capital Flexi Cap Fund WhiteOak Capital Mid Cap Fund WhiteOak Capital Large Cap Fund WhiteOak Capital Multi Cap Fund WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Banking & Financial Services Fund WhiteOak Capital Pharma and Healthcare Fund WhiteOak Capital Pharma and Healthcare Fund WhiteOak Capital Special Opportunities Fund	' In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. ' No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment	Nil
  WhiteOak Capital ESG Best-In-Class Strategy Fund WhiteOak Capital Digital Bharat Fund WhiteOak Capital Quality Equity Fund WhiteOak Capital Consumption Opportunities Fund	' In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. ' No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment	Nil
  WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital Balanced Hybrid Fund	' Nil Exit load ' for 10% of the units purchased or switched-in on or before 30 days from the date of allotment. ' All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load. - 1.00% - if Units are redeemed/ switched-out on or before 30 days from the date of allotment - Nil - if redeemed after 30 days from the date of allotment	Nil
  WhiteOak Capital Equity Savings Fund	' Nil Exit load ' for 10% of the units purchased or switched-in on or before 7 days from the date of allotment. ' All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load. - 0.25% - if Units are redeemed/ switched-out on or before 7 days from the date of allotment - Nil - if redeemed after 7 days from the date of allotment	Nil

• WhiteOak Mutual Fund announces Ceasation of Key Personnel

  WhiteOak Mutual Fund Announces Cessation of Key that, Mr. Prakshal Jain will cease to be a Research Personnel of WhiteOak Capital Asset Management Limited w.e.f. the close of business hours on April 07, 2026.

• WhiteOak Capital MF announces change in benchmark under its scheme

  WhiteOak Capital Mutual Fund has announced a change in the benchmark of the WhiteOak Capital Multi Asset Allocation Fund, with effect from April 23, 2026.

  Change in name of Benchmark of WhiteOak Capital Multi Asset Allocation Fund

  Scheme Name	Existing Benchmark	Revised Benchmark
  WhiteOak Capital Multi Asset Allocation Fund	BSE 500 TRI (35%) + CRISIL Short Term Bond Index (45%) + Domestic prices of Gold (19%) + Domestic prices of Silver (1%)	BSE 500 TRI (30%) + CRISIL Short Term Bond Index (50%) + Domestic prices of Gold (16%) + Domestic prices of Silver (1%) + iCOMDEX Composite Index (3%)

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Fund House Details & Investment Objective

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