WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund

WhiteOak Capital Mutual Fund launched the WhiteOak Capital Special Opportunities Fund, an open-ended equity thematic scheme that invests in opportunities arising from special situations. These situations could include corporate restructuring, government policy changes, technological disruption, new trends, emerging sectors, or temporary challenges faced by companies or sectors. The fund aims for long-term capital appreciation by capitalizing on these situations. The New Fund Offer (NFO) is open for subscription from May 15th to May 29th, 2024. There is no entry load, but an exit load of 1% applies if units are redeemed within 1 month from allotment. The minimum investment amount is Rs 100.

Investment Objective

The primary objective of the WhiteOak Capital Special Opportunities Fund 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.

This NFO of WhiteOak Capital Special Opportunities Fund is suitable for investors who are seeking long-term capital appreciation and investment predominantly in equity & equity-related instruments of special situations theme. Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Risk-o-meter:

Funds Allocation

Benchmark

The performance of the WhiteOak Capital Special Opportunities Fund is benchmarked against the S&P BSE 500 TRI.

Fund Managers

Mr. Dheeresh Pathak, aged 41, brings over 16 years of extensive experience in the financial market, specializing in equity. Armed with a B. Com and CA qualification, his expertise lies in navigating the intricacies of equity investments with precision and insight.

Ms. Trupti Agrawal, aged 38, serves as an Assistant Fund Manager in equity, boasting a collective experience of around 15 years. With a solid foundation in B. Com and CA, she adeptly supports fund management activities, leveraging her comprehensive understanding of market dynamics and investment strategies.

Mr. Piyush Baranwal, aged 38, holds a Bachelor of Engineering, PGDBM, and has cleared all three levels of the CFA examination. With over 14 years of experience, he specializes in managing debt securities, bringing a unique blend of analytical rigor and strategic acumen to optimize returns and mitigate risks in debt investments.

Peer Mutual Fund Schemes (Annual Returns)

Data as of May 14, 2024

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. The information is based on various secondary sources on the internet and is subject to change. Please consult with a financial expert before making investment decisions.