Mutual Fund NFO : WhiteOak Capital Special Opportunities Fund

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

1 Like