WhiteOak Capital Special Opportunities Fund

Equity: Sectoral/Thematic | Growth

MAX CAGR

+17.85%

Fund Size

₹1,852.81 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

WhiteOak Capital Special Opportunities Fund Growth is an equity mutual fund managing assets worth ₹1,852.81 Cr. The current NAV is ₹14.18 as of Jul 20. It has delivered a maximum CAGR of 17.85%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds ICICI Bank Ltd., HDFC Bank Ltd., Bharti Airtel Ltd., Nifty 50 and Info Edge (India) Ltd..

WhiteOak Capital Special Opportunities Fund Details

Fund Size

₹1,852.81 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹100

NAV (Jul 20)

₹14.18

Plan Type

Regular

Launch Date

04 Jun 2024

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.88%

WhiteOak Capital Special Opportunities Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

WhiteOak Capital Special Opportunities Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on WhiteOak Capital Special Opportunities Fund

WhiteOak Capital Special Opportunities Fund is a Growth Equity mutual fund managed by White Oak Capital.

The current NAV of WhiteOak Capital Special Opportunities Fund is ₹14.18 as of Jul 20.

You can invest in WhiteOak Capital Special Opportunities Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for WhiteOak Capital Special Opportunities Fund is ₹100.

The expense ratio of WhiteOak Capital Special Opportunities Fund is 2.88%.

Short-term capital gains (STCG) on WhiteOak Capital Special Opportunities Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

WhiteOak Capital Special Opportunities Fund is managed by Mr. Dheeresh Pathak, Ms. Trupti Agrawal, Mr. Piyush Baranwal.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.