WhiteOak Capital Special Opportunities Fund - Direct Plan - Growth Option
code 152644 Thematic Fund direct plan · growth NAVs 2024-06-05 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-06-05, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.95% | 4.95% | 7.85% | -2.91% | 2026-10-09 → 2026-11-09 |
| 3M | 0.82% | 0.82% | -0.57% | 1.39% | 2026-08-07 → 2026-11-09 |
| 6M | 10.09% | 10.09% | 2.40% | 7.70% | 2026-05-08 → 2026-11-09 |
| 1Y | 13.44% | 13.44% | 0.43% | 13.01% | 2025-11-07 → 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 17.72% | 17.72% | 4.96% | 12.77% | 2024-06-05 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2025 |
|---|---|
| fund | 7.76% |
| benchmark | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 353 | 11.83% | 11.77% | 1.67% | 25.28% | 100% | 100% |
Risk statistics require 36 complete months of NAVs.
Sector/theme fund: not ranked. Compare with its benchmark above.