WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

It is better to invest in a fund with a longer track record as WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is currently ₹698 Crores.

The Top three stocks are Bharti Airtel, ICICI Securities and Bajaj Finserv and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan fund are BFSI, IT and Others accounting for 54% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Dheeresh Pathak and Trupti Agrawal manage the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan Fund.

WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan current PE ratio is 41.60 and PB ratio is 5.86

The asset allocation of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is Stocks : 85.82%, Debt : 10.06% and Gold : 4.12%

The minimum SIP amount for WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months