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FAQ : 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 :

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

  • 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 ₹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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