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 Dec
Top holdings
HDFC Bank Ltd
7.9%
Reliance Industries Ltd
5.8%
Cash Offset For Derivatives
5.5%
Bharti Airtel Ltd
5.5%
Clearing Corporation Of India Ltd
4.2%
State Bank of India
3.7%
ICICI Bank Ltd
3.3%
Mahindra & Mahindra Ltd
3.0%
J.B. Chemicals & Pharmaceuticals Ltd
2.9%
Maruti Suzuki India Ltd
2.3%
Top industry exposure
Financial Services
34.7%
Industrials
11.4%
Consumer Cyclical
10.5%
Basic Materials
8.3%
Communication Services
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
279%
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.