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 30th Sep
Top holdings
Clearing Corporation Of India Ltd
7.4%
ICICI Bank Ltd
6.0%
Bharti Airtel Ltd
5.5%
HDFC Bank Ltd
5.5%
Mahindra & Mahindra Ltd
3.4%
Eternal Ltd
2.9%
Info Edge (India) Ltd
2.6%
Nexus Select Trust Reits
2.4%
Bharat Electronics Ltd
2.3%
E I D Parry India Ltd
2.1%
Top industry exposure
Financial Services
22.1%
Industrials
16.7%
Consumer Cyclical
12.6%
Basic Materials
9.1%
Communication Services
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
300%
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.