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 Jul
Top holdings
HDFC Bank Ltd
6.5%
Reliance Industries Ltd
5.7%
Clearing Corporation Of India Ltd
5.3%
ICICI Securities Ltd
4.8%
Cholamandalam Financial Holdings Ltd
3.4%
Bharti Airtel Ltd
3.0%
State Bank of India
2.7%
Zomato Ltd
2.6%
Mahindra & Mahindra Ltd
2.6%
Godrej Industries Ltd
2.5%
Top industry exposure
Financial Services
21.8%
Industrials
13.3%
Consumer Cyclical
12.4%
Basic Materials
10.4%
Energy
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.