myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Special Opportunities

Opening:

15th May 2024

Closing:

29th May 2024

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment.

Fund Stats

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.

Benchmark:

BSE 500

Fund Manager:

Dheeresh Pathak, Trupti Agrawal, Piyush Baranwal

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Aditya Birla Sun Life Special Opportunities Fund	18.73(6M)	39.87(1Y)
Axis Special Situations Fund	19.41(6M)	31.32(1Y)

Fund Prognosis

Idea Distiller

The markets throw up opportunities that are specific to companies from time to time. The fund aims to capitalize on these.

Fund House AAUM:
Rs 879484.3 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a hit and miss situation. There are instances where it might click, but one has to be very much on top of NAV movements.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028