WhiteOak Capital Special Opportunities Fund-Reg (G)

WhiteOak Capital Special Opportunities Fund-Reg (G) is a scheme launched by WOC Mutual Fund on June 04, 2024, and falls under the Other Themes fund category. It currently manages an AUM of Rs 1,132.28 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.29% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  WhiteOak Capital Special Opportunities Fund-Reg (G) trailing returns over different times are 5.09% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 3.53%.