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

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹11.6240
-0.27%
(3 Apr)
AUM
698 Cr
TER
0.71%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+3.8%
+2.8%
+2.7%
-3.6%
NA
3Y
+30.2%
+31.8%
+30.5%
+29.7%
NA
5Y
+39.3%
+33.8%
+33.2%
+36.5%
NA
ALL
+12.7%
+11.8%
+16.7%
+26.2%
+16.2%
VOL
21.3%
20.4%
19.8%
22.7%
15.4%
TER
1.0%
1.0%
0.9%
0.5%
0.7%
AUM
₹2,105 Cr
₹4,149 Cr
₹1,047 Cr
₹4,651 Cr
₹698 Cr
INFO
0.60
0.58
0.84
1.15
1.06
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 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.
Fund manager(s)
Piyush Baranwal
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs