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

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹10.8460
-0.16%
(3 Mar)
AUM
728 Cr
TER
0.6%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.3%
-2.9%
-5.5%
-9.6%
NA
3Y
+27.7%
+27.9%
+28.9%
+26.4%
NA
5Y
+30.1%
+25.5%
+23.9%
+22.3%
NA
ALL
+16.4%
+11.9%
+10.8%
+15.3%
+8.6%
VOL
18.2%
21.3%
20.4%
19.8%
15.5%
TER
1.1%
1.1%
0.8%
0.8%
0.6%
AUM
₹7,435 Cr
₹2,341 Cr
₹4,543 Cr
₹1,230 Cr
₹728 Cr
INFO
0.90
0.56
0.53
0.77
0.56
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
Clearing Corporation Of India Ltd
7.1%
Bharti Airtel Ltd
5.0%
ICICI Bank Ltd
4.0%
ICICI Securities Ltd
3.6%
State Bank of India
3.1%
Mahindra & Mahindra Ltd
3.0%
Zomato Ltd
2.6%
Nexus Select Trust Reits
2.3%
Bajaj Finserv Ltd
2.3%
Kotak Mahindra Bank Ltd
2.3%
Top industry exposure
Financial Services
29.1%
Consumer Cyclical
11.9%
Technology
10.4%
Basic Materials
8.8%
Industrials
7.7%
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

FAQs