Whiteoak Capital Special Opportunities Fund Growth Direct Plan

12.25
NAV (Sep 6,2024)

Introducing WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan, an investment opportunity designed to generate higher returns. With a minimum investment amount of INR 500, this fund offers a convenient and flexible option for investors. The lock period for this plan is 0, allowing you to access your funds whenever needed. Established on June 4, 2024, this fund is perfect for those seeking growth and profitability in the Indian market.

Whiteoak Capital Special Opportunities Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Whiteoak Capital Special Opportunities Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.16
  • Beta
    UM_URBAN_MONEY

    0.90
  • Sharpe
    UM_URBAN_MONEY

    0.75
  • Sortino
    UM_URBAN_MONEY

    2.79

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

0 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,925.95 (19.26%)-- (--)-- (--)-- (--)-- (--)
35,777.85 (19.26%)-- (--)-- (--)-- (--)-- (--)
59,629.75 (19.26%)-- (--)-- (--)-- (--)-- (--)
95,407.6 (19.26%)-- (--)-- (--)-- (--)-- (--)
1,19,259.5 (19.26%)-- (--)-- (--)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.15%

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

22.63%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

22.49%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.99%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Very High

16.28%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

15.90%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

14.11%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.59%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

6.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

83.74%

Bandhan Transportation and Logistics Fund - Regular Plan - GrowthBandhan Transportation and Logistics Fund - Regular Plan - Growth

EQUITY

Very High

46.54%

Samco Active Momentum Fund - Regular Plan - GrowthSamco Active Momentum Fund - Regular Plan - Growth

EQUITY

Very High

46.29%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

36.78%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

33.27%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.36%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

ICICI Prudential US Bluechip Equity Fund - GrowthICICI Prudential US Bluechip Equity Fund - Growth

EQUITY

Very High

12.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

33.12%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

27.64%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

26.33%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

24.57%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

21.89%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

14.90%

Axis Innovation Fund - Regular Plan - GrowthAxis Innovation Fund - Regular Plan - Growth

EQUITY

Very High

14.77%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

27.83%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

24.69%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

21.86%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

21.81%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

18.80%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

15.44%

Fund Managers

DP

Mr. Dheeresh PathakAssistant Fund Manager

TA

Ms. Trupti AgrawalFund Manager

PB

Mr. Piyush BaranwalFund Manager

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Compare with similar Funds

WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan

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FAQ's

What is the risk level associated with the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan?

The WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan carries a Very High risk level in the mutual fund market.

What is the current NAV (Net Asset Value) of the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan as of Sep 6,2024?

The current NAV of the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan as of Sep 6,2024 is INR 12.25.

What is the minimum investment amount required for the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan?

The WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan has a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan?

Yes, the WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan offers SIP starting from INR 500 per month.

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