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

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹12.4790
+0.29%
(13 Sep)
AUM
478 Cr
TER
0.65%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+76.0%
+70.5%
+70.3%
+60.2%
NA
3Y
+38.1%
+40.9%
+40.4%
+38.1%
NA
5Y
+33.1%
NA
+29.3%
+33.6%
NA
ALL
+18.8%
+33.0%
+13.3%
+19.0%
+24.8%
VOL
19.6%
22.9%
20.3%
18.2%
11.9%
TER
0.8%
0.4%
0.7%
1.2%
0.7%
AUM
₹1,593 Cr
₹5,946 Cr
₹4,851 Cr
₹6,143 Cr
₹478 Cr
INFO
0.96
1.44
0.65
1.04
2.08
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 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.
Fund manager(s)
Piyush Baranwal
Trupti Agrawal
Dheeresh Pathak

FAQs