WhiteOak Capital Submits Papers to SEBI for Special Opportunities Fund

Overview

WhiteOak Capital has submitted paperwork to SEBI for a Special Opportunities Fund, an open-ended equity scheme following a special situations theme. Aims for long-term capital growth by targeting corporate restructurings, policy changes, and other unique events.

Investment Objective

The Whiteoak Capital Special Opportunities Fund goal is to achieve long-term capital appreciation by investing in opportunities arising from special situations, including corporate restructuring, changes in government policy or regulations, technology-driven disruption, innovation, and companies or sectors dealing with temporary challenges.

Offer Details and Benchmark

Benchmark: S&P BSE 500 Total Return Index (TRI).  

Offer Details: Units offered at Rs. 10 each during the New Fund Offer (NFO); thereafter, at prices based on the Net Asset Value (NAV).

Key Risks

• The fund’s thematic focus on special situations could limit diversification and lead to concentrated investments.
• Investments in equities are subject to market risk, liquidity risk, and volatility.
• Regulatory changes, geopolitical risks, and shifts in government policies could impact the fund’s performance.

Load Structure

Entry Load: None

Exit Load:1% if units are redeemed or switched within 1 month from the date of allotment; no exit load after 1 month.

Minimum Investment Requirements

Lump Sum Purchase: Minimum Rs 500, with additional investments in multiples of Rs 1.

Systematic Investment Plan (SIP): Minimum Rs 100 per week or month with specific minimum installment requirements.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.