Question 1

Which funds are similar to WhiteOak Capital Special Opportunities Fund Direct-Growth?

Accepted Answer

Funds similar to WhiteOak Capital Special Opportunities Fund Direct-Growth in the Equity: Thematic-Other category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does WhiteOak Capital Special Opportunities Fund Direct-Growth compare to the category average?

Accepted Answer

The comparison of WhiteOak Capital Special Opportunities Fund Direct-Growth against the Equity: Thematic-Other category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of WhiteOak Capital Special Opportunities Fund Direct-Growth in its category?

Accepted Answer

The rank of WhiteOak Capital Special Opportunities Fund Direct-Growth within the Equity: Thematic-Other category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to WhiteOak Capital Special Opportunities Fund Direct-Growth?

Accepted Answer

Top alternatives to WhiteOak Capital Special Opportunities Fund Direct-Growth in the Equity: Thematic-Other category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — BSE 500 Total Return Index — are also listed separately.

Question 5

How does WhiteOak Capital Special Opportunities Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of WhiteOak Capital Special Opportunities Fund Direct-Growth is 1.42%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does WhiteOak Capital Special Opportunities Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

WhiteOak Capital Special Opportunities Fund Direct-Growth has an AUM of ₹ 1.60 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Equity: Thematic-Other category?

Accepted Answer

The top-performing funds by 3-year returns in the Equity: Thematic-Other category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is WhiteOak Capital Special Opportunities Fund Direct-Growth better than index funds in the same category?

Accepted Answer

Whether WhiteOak Capital Special Opportunities Fund Direct-Growth beats index funds in the Equity: Thematic-Other category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does WhiteOak Capital Special Opportunities Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Risk-adjusted performance of WhiteOak Capital Special Opportunities Fund Direct-Growth using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking BSE 500 Total Return Index with lower costs?

Accepted Answer

Funds tracking the same benchmark as WhiteOak Capital Special Opportunities Fund Direct-Growth — BSE 500 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+9.92%	3.39%	9 / 36
3Y Return	—	17.38%	—
5Y Return	—	14.74%	—
10Y Return	—	14.06%	—

WhiteOak Capital Special Opportunities Fund Direct-Growth

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