- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Special Opportunities Fund (Growth)
WhiteOak Capital Special Opportunities Fund (Growth)
₹ 11.358
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.358
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.6% |
6 Month CAGR | NA |
Scheme Information
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 | 2.36 |
Launched (0y ago) | Jun 04, 2024 |
AUM in Crores | 402.095 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Special Opportunities Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
7.6%reliance industries ltd
6.3%cholamandalam financial holdings ltd
4.1%icici securities ltd
3.6%mahindra & mahindra ltd
3.4%Allocation by Sector
financial services
25.7%industrials
13.5%consumer cyclical
10.9%energy
10.8%basic materials
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 5.1% | ||
5.4% | 4.6% | ||
5.3% | 4.6% | ||
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 13.6% 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 7/25/2024 is ₹11.36 with the total AUM as of 7/26/2024 is ₹402.095. 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)?
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 2.36% for regular plan.