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  • WhiteOak Mutual Fund
  • WhiteOak Capital Special Opportunities Fund (Growth)
WhiteOak Mutual Fund

WhiteOak Capital Special Opportunities Fund (Growth)

EquitySectoral/ Thematic

10.758

NAV (Jun 12)

7.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.758

NAV (Jun 12)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.6%
6 Month CAGR
NA

Scheme Information

Investment 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.

Expense Ratio
0
Launched (0y ago)
Jun 04, 2024
AUM in Crores
ISIN
INF03VN01894
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Piyush Baranwal

Fund Manager

Trupti Agrawal

Fund Manager

Dheeresh Pathak

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Special Opportunities Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 10,347 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt and 9 equity funds.amc-img
phone-img+912269187607
Fund NameScripbox Opinion
Till Date CAGR

5.4%

5.1%

5.2%

4.6%

5.1%

4.5%

5.4%

4.7%

5.2%

4.5%

WhiteOak Capital Special Opportunities Fund (G) Review

WhiteOak Capital Special Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 7.6% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Trupti Agrawal.

Nav of WhiteOak Capital Special Opportunities Fund (G) as of 6/12/2024 is ₹10.76 with the total AUM as of 6/13/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Special Opportunities Fund (G) was launched on Jun 04, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for WhiteOak Capital Special Opportunities Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

WhiteOak Capital Special Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

WhiteOak Capital Special Opportunities Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Special Opportunities Fund (G).

Frequently Asked Questions

What is WhiteOak Capital Special Opportunities Fund (G)?

WhiteOak Capital Special Opportunities Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in WhiteOak Capital Special Opportunities Fund (G)?

You can invest in WhiteOak Capital Special Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of WhiteOak Capital Special Opportunities Fund (G)?

The minimum sip amount for WhiteOak Capital Special Opportunities Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is WhiteOak Capital Special Opportunities Fund (G) good to invest in?

As per Scripbox experts, WhiteOak Capital Special Opportunities Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Special Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the WhiteOak Capital Special Opportunities Fund (G)?

The expense ratio of the WhiteOak Capital Special Opportunities Fund (G) is % for regular plan.