WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 0.17 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 8.52 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is ₹13.41.
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.
WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.77%
The process for redemption is
The AUM of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is currently ₹1,314 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and Bharti Airtel and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 33% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Healthcare accounting for 45% 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.
Ramesh Mantri and Dheeresh Pathak manage the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan Fund.
WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan current PE ratio is 40.67 and PB ratio is 7.84
The asset allocation of WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan is Stocks : 86.76%, Debt : 11.45% and Gold : 1.79%
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
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