NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹12.51
-0.68%
NAV as on 06 Mar 26, 12:00 AM
very high risk
equity other
equity
NAV as on 06 Mar 26, 12:00 AM
very high risk
equity other
equity
14.01%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
13.63%p.a.
Since Inception
About WhiteOak Capital Special Opportunities Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Special Opportunities Fund - Growth scheme from WhiteOak Capital Asset Management Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Jun 2024, WhiteOak Capital Special Opportunities Fund - Growth is Equity - Other fund of its category with 1,385.07 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- WhiteOak Capital Special Opportunities Fund - Growth delivered 14.0% annual returns during the last year. It has delivered 13.6% average annual returns since the fund was launched.
- WhiteOak Capital Special Opportunities Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The primary objective of the Scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, mergers & acquisitions, 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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
GE T&D India Ltd
1.87%
Bajaj Finserv Ltd
1.59%
Bharat Electronics Ltd
2.38%
Bharti Airtel Ltd
4.37%
CARE Ratings Ltd
1.16%
Deepak Fertilisers & Petrochemicals Corporation Ltd
0.38%
DHFL VYSYA HOUSING FINANCE LIMITED EQ
1.02%
EID-Parry (India) Ltd
1.42%
Edelweiss Financial Services Ltd
0.61%
Firstsource Solutions Ltd
0.99%
Fund Managers
- Ramesh Mantri (May 2025 - Present)
- Piyush Baranwal (May 2024 - Present)
- Trupti Agrawal (May 2024 - Present)
- Dheeresh Pathak (May 2024 - Present)
- Ashish Agrawal (Jan 2025 - Present)
Key Information
View Scheme Document
WhiteOak Capital Special Opportunities Fund - Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Special Opportunities Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Special Opportunities Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Special Opportunities Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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