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. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.

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 ₹672 Crores.

The Top three stocks are Cigniti Technologies, ICICI Bank and Bharti Airtel and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 31% 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 55% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 59.49 and PB ratio is 9.32

The asset allocation of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is Stocks : 83.58%, Debt : 13.14% and Gold : 3.25%

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