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WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund

17 May 20246 mins read by Angel One
In the following article we shed light on the NFO's objectives, fund allocation, fund managers, and peer performance.
WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund
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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

Types of Instruments Risk Profile Minimum Allocation (% of Net Assets) Maximum Allocation (% of Net Assets)
Equity & Equity related Instruments of Special Situations theme Very High 80 100
Equity & Equity related Instruments of other companies Low to

Moderate

0 20
Debt Securities and Money Market Instruments Moderately High 0 20
Units issued by REITS and InVITs High 0 10

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)

Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Returns as on – 14-05-2024 in %
2024 2023 2022 2021 2020
Tata Housing Opportunities Fund Reg Gr 02-09-2022 565.65 2.35 3.81 39.16
ICICI Prudential Housing Opportunities Fund Gr 18-04-2022 2561.04 2.01 6.39 30.61
HDFC Housing Opportunities Reg Gr 06-12-2017 1430.61 2.19 9.25 39.17 13.13 29.95 2.95
Taurus Ethical Fund Reg Gr 06-04-2009 172.95 2.45 9.36 28.4 -2.32 28.88 28.14
Baroda BNP Paribas Business Cycle Fund Reg Gr 05-09-2021 519.66 2.45 9.38 30.98 1.44
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 642.64 2.32 9.42
ICICI Pru India Opportunities Cum 05-01-2019 19072.35 1.65 10.03 36.19 19.53 49.29 7.3
Franklin India Opportunities Gr 05-02-2000 3459.54 1.91 17.57 53.56 -1.86 29.65 27.34
Equity: Thematic-Others 10.06 31.11 2.04 40.19 22.16

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.

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