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
Cash Offset For Derivatives
6.5%
ICICI Bank Ltd
6.2%
HDFC Bank Ltd
5.8%
Clearing Corporation Of India Ltd
5.0%
Bharti Airtel Ltd
4.3%
State Bank Of India
3.6%
J.B. Chemicals & Pharmaceuticals Ltd
3.3%
Reliance Industries Ltd
3.0%
Bharat Electronics Ltd
2.6%
Mahindra & Mahindra Ltd
2.5%
Top industry exposure
Financial Services
31.0%
Industrials
15.7%
Consumer Cyclical
10.2%
Healthcare
9.4%
Basic Materials
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
275%
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.