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WhiteOak Capital Special Opportunities Fund - Regular Growth is an equity scheme managed by WhiteOak Capital Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 3.54% on assets of ₹1,539Cr. The fund is currently managed by Ms. Trupti Agarwal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 79% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Aditya Infotech Limited | Industrials | 1.81% |
| Multi Commodity Exchange of India Ltd | Financial Services | 1.62% |
| Tenneco Clean Air India Limited | Consumer Cyclical | 1.48% |
| Azad Engineering Limited | Industrials | 1.40% |
| Coforge Limited | Technology | 1.36% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 1.31% |
| Sambhv Steel Tubes Ltd | Basic Materials | 1.09% |
| Clean Max Enviro Energy Solutions Ltd | Utilities | 1.06% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.04% |
| Zota Health Care Limited | Pharmaceuticals & Biotechnology | 0.83% |
| Racl Geartech Limited | Consumer Cyclical | 0.70% |
| India Glycols Limited | Consumer Defensive | 0.56% |
| Aye Finance Limited | Financial Services | 0.49% |
| Tata Motors Limited | Consumer Cyclical | 0.44% |
| Yasho Industries Limited | Basic Materials | 0.38% |
| Bajaj Consumer Care Ltd. | Consumer Defensive | 0.37% |
| Dredging Corporation of India Limited | Industrials | 0.31% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 8 | 14.50% |
| Electrical Equipment | 1 | 6.40% |
| Finance | 1 | 5.96% |
| Chemicals & Petrochemicals | 1 | 5.48% |
| Aerospace & Defense | 3 | 5.06% |
| Automobiles | 3 | 4.65% |
| Pharmaceuticals & Biotechnology | 2 | 4.59% |
| Capital Markets | 1 | 4.42% |
| Industrial Products | 1 | 4.07% |
| Auto Components | 2 | 3.98% |
| Telecom - Services | 1 | 3.53% |
| Consumer Durables | 2 | 2.59% |
| Industrial Manufacturing | 1 | 2.37% |
| Healthcare Services | 1 | 2.26% |
| Food Products | 1 | 2.24% |
| Transport Infrastructure | 1 | 2.06% |
| Transport Services | 2 | 1.78% |
| Realty | 1 | 1.77% |
| Beverages | 1 | 1.75% |
| Petroleum Products | 1 | 1.69% |
| Insurance | 1 | 1.58% |
| It - Software | 1 | 1.55% |
| Construction | 1 | 1.40% |
| Fertilizers & Agrochemicals | 1 | 1.26% |
| Power | 1 | 1.23% |
| Agricultural Food & other Products | 1 | 0.95% |
| Telecom - Equipment & Accessories | 1 | 0.87% |
| Non - Ferrous Metals | 1 | 0.85% |
| Cement & Cement Products | 1 | 0.80% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.44% |
| Personal Products | 1 | 0.37% |
| Engineering Services | 1 | 0.31% |
| Ferrous Metals | 1 | 0.02% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 0.10% | 5.89% | 10.01% | 13.32% | 22.67% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 13.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 5 data points.
| 5Y |
|---|
| Star |
|---|
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Aditya Birla Sun Life Mutual Fund | ₹1,030 Cr | 2.21% | +19.64% | +14.60% | 5★ |
| Samco Special Opportunities Fund - Regular Plan - Growth | Samco Mutual Fund | ₹126 Cr | 2.47% | — | — | 1★ |
| Kotak Special Opportunities Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹1,429 Cr | 2.24% | — | — | 3★ |
| Motilal Oswal Special Opportunities Fund-Regular Plan-Growth | Motilal Oswal Mutual Fund | ₹70 Cr | 2.47% | — | — | — |