Thematic · Thematic
WhiteOak Capital Special Opportunities Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.83
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.05
Downside-only Sharpe
Max Drawdown
-17.0%
Peak-to-trough · full history
Vol (3Y)
14.7%
Annualised σ of daily returns
Positive Days
58%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.83). Its worst peak-to-trough drop over the full history was 17.0% (modest drawdowns) between 2024-12-16 and 2025-03-03. About 58% of trading days closed up. Profile: smooth NAV path.
YTD
+11.1%
Calendar YTD
1 Year
+12.4%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Thematic
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Nippon India Mutual Fund
|
+120.3% | +63.1% | — | — |
|
HDFC Defence Fund
HDFC Mutual Fund
|
+20.0% | +37.6% | — | — |
|
Mirae Asset Healthcare Fund
Mirae Asset Mutual Fund
|
+18.9% | +23.1% | +16.3% | — |
|
ICICI Prudential Healthcare Fund - Direct Plan - Cumulative
ICICI Prudential Mutual Fund
|
+5.6% | +22.2% | +16.5% | — |
|
Nippon India Japan Equity Fund
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
Nippon India Japan Equity Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
WhiteOak Capital Special Opportunities Fund (this fund)
WhiteOak Capital Mutual Fund
|
+12.4% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.