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

Whiteoak Capital Special Opportunities Growth Direct Plan

NAV
₹11.5980
+0.18%
(30 Jan)
AUM
731 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.1%
+10.5%
+6.8%
+1.1%
NA
3Y
+29.4%
+29.6%
+30.8%
+28.7%
NA
5Y
+28.7%
+24.8%
+23.4%
+26.3%
NA
ALL
+17.2%
+16.6%
+11.6%
+25.5%
+15.8%
VOL
18.1%
19.7%
20.3%
22.7%
15.5%
TER
1.2%
0.8%
0.8%
0.6%
0.6%
AUM
₹6,911 Cr
₹1,286 Cr
₹4,572 Cr
₹5,237 Cr
₹731 Cr
INFO
0.95
0.84
0.57
1.12
1.02
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 Dec
Top holdings
Clearing Corporation Of India Ltd
7.7%
Bharti Airtel Ltd
5.3%
Cigniti Technologies Ltd
3.8%
State Bank of India
3.5%
ICICI Bank Ltd
3.2%
ICICI Securities Ltd
3.2%
Zomato Ltd
3.0%
PG Electroplast Ltd
2.9%
Mahindra & Mahindra Ltd
2.5%
Info Edge (India) Ltd
2.2%
Top industry exposure
Financial Services
23.1%
Technology
16.9%
Consumer Cyclical
13.8%
Industrials
9.4%
Basic Materials
7.5%
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