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 28th Feb
Top holdings
Bharti Airtel Ltd
6.7%
Clearing Corporation Of India Ltd
5.1%
ICICI Securities Ltd
3.6%
Bajaj Finserv Ltd
3.4%
Kotak Mahindra Bank Ltd
3.2%
ICICI Bank Ltd
3.0%
State Bank of India
2.9%
Zomato Ltd
2.8%
Nexus Select Trust Reits
2.6%
HDFC Bank Ltd
2.6%
Top industry exposure
Financial Services
29.6%
Technology
11.1%
Consumer Cyclical
11.1%
Basic Materials
9.4%
Communication Services
9.2%
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.