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Fund Facts
  • Name of Fund:
    WhiteOak Capital Special Opportunities
  • Opening:
    15th May 2024
  • Closing:
    29th May 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

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 (including mergers & acquisitions etc.), 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.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Dheeresh Pathak, Trupti Agrawal, Piyush Baranwal

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Aditya Birla Sun Life Special Opportunities Fund 18.73(6M) 39.87(1Y)
Axis Special Situations Fund 19.41(6M) 31.32(1Y)

Fund Prognosis

Idea Distiller

The markets throw up opportunities that are specific to companies from time to time. The fund aims to capitalize on these.

  • Fund House AAUM:

  • Rs 879484.3 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is a hit and miss situation. There are instances where it might click, but one has to be very much on top of NAV movements.