Whiteoak Capital Special Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹12.0190
-1.21%
(25 Apr)
AUM
780 Cr
TER
0.74%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+11.3%
+0.7%
-0.0%
-6.1%
NA
3Y
+30.6%
+30.6%
+32.2%
+29.5%
NA
5Y
+33.9%
+30.9%
+32.8%
+34.5%
NA
ALL
+18.1%
+16.7%
+11.9%
+26.0%
+20.2%
VOL
16.4%
19.9%
20.4%
22.8%
16.4%
TER
0.6%
0.9%
0.8%
0.5%
0.7%
AUM
₹6,047 Cr
₹1,217 Cr
₹4,789 Cr
₹5,342 Cr
₹780 Cr
INFO
1.10
0.84
0.58
1.14
1.23
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Special Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
ICICI Bank Ltd
7.1%
Bharti Airtel Ltd
6.6%
Clearing Corporation Of India Ltd
4.1%
Kotak Mahindra Bank Ltd
3.6%
Bajaj Finserv Ltd
3.2%
Net Receivables / (Payables)
3.1%
J.B. Chemicals & Pharmaceuticals Ltd
3.0%
State Bank of India
2.6%
Nexus Select Trust Reits
2.5%
Reliance Industries Ltd
2.5%
Top industry exposure
Financial Services
30.1%
Consumer Cyclical
10.2%
Basic Materials
9.2%
Communication Services
9.2%
Industrials
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund 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.
Fund manager(s)
Piyush Baranwal
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs