WhiteOak Capital Special Opportunities Fund

Fund Overview

NAV (20 May 26)

13.16

AUM (in Cr)

₹ 1538.58

1 Year CAGR

% 7.64

Risk Level

Very High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
WhiteOak Capital Special Opportunities Fund WhiteOak Capital Special Opportunities Fund	1.30	1.94	-2.05	7.64
Nifty 500 Nifty 500	-1.20	-3.40	-5.62	0.93	14.64	13.27
Sectoral/Thematic Sectoral/Thematic	0.33	-0.13	-2.23	5.09	18.22	15.65

Note: Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Expense Ratio

% 3.54

Benchmark

Nifty 500

AUM

₹ 1538.58

Inception Date

15 May 2024

Turnover Ratio

% 299.00

Exit Load

Nil

Asset Class

Equity

WhiteOak Capital Mutual Fund

Total AUM

₹ 33023.59

No. of Schemes under this AMC

Phone

69187607

customerservice@whiteoakinvestors.com

Incorporation Date

7/3/2018

Address

Unit No. B4, 6th Floor, Cnergy,, Appasaheb Marathe Marg,, Prabhadevi,

Mumbai - 400025

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