WhiteOak Capital Special Opportunities Fund - Regular Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 04-06-2024 |
| Asset Class: |
| Benchmark: BSE 500 |
| TER: 2.36% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: - |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 month. |
11.486
-0.03 (-0.2264%)
11.34%
Benchmark: 15.19%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 126.98 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 72.72 | 53.07 | 30.82 | 27.63 | 19.25 |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 68.06 | - | - | - | - |
| HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 59.56 | 43.99 | 25.93 | 20.45 | - |
| ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 57.0 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 52.6 | 39.71 | 26.07 | 22.32 | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.26 | 40.11 | - | - | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 47.83 | 31.83 | 15.81 | 23.52 | 15.22 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 47.52 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
38.24%
Others
7.52%
Large Cap
46.6%
Mid Cap
7.64%
