WhiteOak Capital Special Opportunities Fund Regular Growth

About Fund

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.

The WhiteOak Capital Special Opportunities Fund Regular Growth has an AUM of 1721.14 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.79%. The minimum investment in WhiteOak Capital Special Opportunities Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Clearing Corporation Of India Ltd, Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Consumer Financial Services, Auto & Truck Parts.

Some of the similar funds are Quant Quantamental Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth, ICICI Prudential MNC Fund Regular Growth, WhiteOak Capital Special Opportunities Fund Regular Growth, Canara Robeco Manufacturing Fund Regular Growth. WhiteOak Capital Special Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.