- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Special Opportunities Fund Direct Growth
WhiteOak Capital Special Opportunities Fund Direct Plan Growth
₹ 11.09
NAV (Apr 09)
10.87%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
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.
Expense Ratio | 0.77 % |
Launched <1Y | 2024-06-04 |
AUM in Crores | 780.1 |
ISIN | INF03VN01902 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.47%Reliance Industries Ltd.
5.71%Others
5.33%ICICI Securities Ltd.
4.8%Cholamandalam Financial Holdings Ltd.
3.41%See all holdings
Allocation by Sector
Financial
34.27%Services
13.57%Technology
8.73%Capital Goods
6.93%Communication
6.66%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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