The Scheme seeks to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.), government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ramesh Mantri
Mr. Mantri is an MBA, CFA and CA
Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of WhiteOak Capital Special Opportunities Fund is ₹14.83 as of 2026-08-28.
WhiteOak Capital Special Opportunities Fund is classified as a Thematic-Other fund.
The Assets Under Management (AUM) of WhiteOak Capital Special Opportunities Fund is ₹1,800.61 Cr.
The expense ratio of WhiteOak Capital Special Opportunities Fund is 2.87%.
WhiteOak Capital Special Opportunities Fund is managed by Ramesh Mantri.
The minimum SIP investment for WhiteOak Capital Special Opportunities Fund is ₹100.
The exit load for WhiteOak Capital Special Opportunities Fund is 1%.
As per the SEBI Riskometer, WhiteOak Capital Special Opportunities Fund carries a Very High risk level.
WhiteOak Capital Special Opportunities Fund has delivered 16.96% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
WhiteOak Capital Special Opportunities Fund was launched on 2018-07-03.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
