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

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹13.0890
-1.13%
(2 Mar)
AUM
1,385 Cr
TER
0.64%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+40.0%
+38.9%
+38.8%
+30.7%
+20.5%
3Y
+35.9%
+33.2%
+32.9%
+31.2%
NA
5Y
+28.3%
+26.3%
+27.6%
NA
NA
ALL
+12.7%
+16.9%
+25.7%
+28.2%
+16.7%
VOL
20.0%
19.6%
21.8%
17.1%
14.1%
TER
0.8%
0.9%
0.6%
0.9%
0.6%
AUM
₹5,980 Cr
₹1,492 Cr
₹5,714 Cr
₹1,924 Cr
₹1,385 Cr
INFO
0.64
0.86
1.18
1.65
1.19
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 Jan
Top holdings
HDFC Bank Ltd
6.2%
Cash Offset For Derivatives
5.8%
ICICI Bank Ltd
5.8%
State Bank of India
4.5%
Bharti Airtel Ltd
4.4%
Net Receivables / (Payables)
4.1%
J.B. Chemicals & Pharmaceuticals Ltd
3.3%
Mahindra & Mahindra Ltd
2.6%
Bharat Electronics Ltd
2.4%
Vedanta Ltd
2.2%
Top industry exposure
Financial Services
35.8%
Industrials
14.1%
Consumer Cyclical
9.5%
Basic Materials
9.2%
Healthcare
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
275%
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
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs