WhiteOak Capital Special Opportunities Fund Direct Growth

Equity
Direct
Equity - Other
WhiteOak Capital Special Opportunities Fund Direct Growth

About the Fund

WhiteOak Capital Special Opportunities Fund Direct Growth is an equity fund. This fund was started on 4 June, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. WhiteOak Capital Special Opportunities Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

WhiteOak Capital Special Opportunities Fund Direct Growth has given a CAGR return of 13.86% since inception.

Holdings

WhiteOak Capital Special Opportunities Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

Investment objective of WhiteOak Capital Special Opportunities Fund Direct Growth

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, mergers & acquisitions, 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Special Opportunities Fund Direct Growth has no lock in period.

Fund Performance
zero opening, trading, fund transfer fee
332 people have invested ₹ 85.2L in WhiteOak Capital Special Opportunities Fund Direct Growth in the last three months

Fund Overview

Expense ratio--
Benchmark
S&P BSE 500 India TR INR
AUM₹0 Cr
Inception Date4 June, 2024
Min Lumpsum/SIP₹500/₹100
Exit Load
1%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Very High Risk

  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
WhiteOak Capital Special Opportunities Fund Direct Growth
WhiteOak Capital Special Opportunities Fund Direct Growth
-
-
-
13.9%
SBI PSU Direct Growth
SBI PSU Direct Growth
98.8%
40.4%
26%
13.4%
Invesco India PSU Equity Fund Direct Plan Growth
Invesco India PSU Equity Fund Direct Plan Growth
96.9%
41.3%
31.4%
19.3%
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
94.7%
41.8%
-
34.4%
See all

WhiteOak Capital Special Opportunities Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered returns of 13.86% since inception (04nd Jun 2024)

Frequently Asked Questions

The current NAV of WhiteOak Capital Special Opportunities Fund Direct Growth is ₹11.45 as on 02-Jul-2024.
Existing (Absolute + CAGR) as on 02-Jul-2024.
WhiteOak Capital Special Opportunities Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
The alpha ratio for the WhiteOak Capital Special Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
WhiteOak Capital Special Opportunities Fund Direct Growth
-
-
-
As on June 2024
The alpha for WhiteOak Capital Special Opportunities Fund Direct Growth is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the WhiteOak Capital Special Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
WhiteOak Capital Special Opportunities Fund Direct Growth
-
-
-
As on June 2024
The Beta for WhiteOak Capital Special Opportunities Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the WhiteOak Capital Special Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
WhiteOak Capital Special Opportunities Fund Direct Growth
-
-
-
As on June 2024
The sharpe ratio for WhiteOak Capital Special Opportunities Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the WhiteOak Capital Special Opportunities Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
WhiteOak Capital Special Opportunities Fund Direct Growth
-
-
-
As on June 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
The Exit load of WhiteOak Capital Special Opportunities Fund Direct Growth is 1%