Investment Objective
The primary objective of the “WhiteOak Capital Special Opportunities” 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.
| Fund Overview | |
|---|---|
| Exit Load | 1% for redemption within 1 month |
| Min. SIP Amount | ₹ 100 |
| Min. LumpSum Amount | ₹ 500 |
| Launch Date | 15-May-2024 |
| End Date | 29-May-2024 |
| Allotment date | 04-June-2024 |
| NAV | ₹ 10.00 |
| Stamp Duty | 0.005% |
| Lock in | Nil |
| Scheme Benchmark | S&P BSE 500 TRI |
| Risk | Very High |
| Scheme category | Equity,Thematic |
| Fund Manager | Dheeresh Pathak |
| AMC Details | |
|---|---|
| AMC Name | WhiteOak Capital Mutual Fund |
| RTA | Computer Age Management Services Ltd. (CAMS) |
| Total AUM | ₹ 8,903.6011 cr |
| Scheme on Dhan | 11 |
How to apply for this NFO?
To apply for this New Fund Offer (NFO), download the Dhan App today!
About WhiteOak Capital Mutual Fund
WhiteOak Capital Asset Management Limited (formerly YES Asset Management (India) Limited) aims to establish a strong mutual fund franchise, offering a comprehensive suite of financial products. Guided by the motto “Experience our Expertise,” WhiteOak focuses on delivering optimal solutions through knowledge-based investment practices and prudent risk management. The Board and team consist of seasoned professionals with extensive experience in financial services and mutual funds, dedicated to simplifying investors’ wealth creation goals.
You can explore more Mutual Funds offered by WhiteOak Capital here
Happy Investing,
Saurav Parui