| Launch date | 15 May 2024 |
| Allotment date | 04 Jun 2024 |
| End date | 29 May 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.64%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 month.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Piyush BaranwalMay 2024 - PresentView details
Trupti AgrawalMay 2024 - PresentView details
Dheeresh PathakMay 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | NA |
|---|---|
| Total AUM | ₹11,878.38Cr |
| Date of Incorporation | 03 Jul 2018 |
|---|
WhiteOak Capital Special Opportunities Fund Direct - Growth - NFO is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. The fund currently has an Asset Under Management(AUM) of ₹11,878 Cr and the Latest NAV as of 04 Jun 2024 is ₹10.00. The WhiteOak Capital Special Opportunities Fund Direct - Growth - NFO is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 1 month. ;
| Fund benchmark | S&P BSE 500 Total Return Index |
|---|