WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund

NFO period: 15^th May – 29^th May, 2024

Highlights of the NFO:

• Scheme type – An open ended equity scheme following special situations theme


• Investment 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. However, there can be no assurance that the investment objective of the scheme will be realized.


• Product suitability – The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity & equity related instruments of special situations theme.


• Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option only.


• Fund Managers – Mr. Dheeresh Pathak(Equity), Ms. Trupti Agrawal(Assistant Fund Manager- Equity) and Mr. Piyush Baranwal(Debt Securities)


• Benchmark – S&P BSE 500 Total Return Index (TRI)