NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.66
0.77%
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity other
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
18.87%p.a.
Since Inception
About WhiteOak Capital Special Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Special Opportunities Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Jun 2024, WhiteOak Capital Special Opportunities Fund Growth is Equity - Other fund of its category with 620.31 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- WhiteOak Capital Special Opportunities Fund Growth delivered 0.0% annual returns during the last year. It has delivered 18.9% average annual returns since the fund was launched.
- WhiteOak Capital Special Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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, mergers & acquisitions, 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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
5.45%
ICICI Securities Ltd
4.00%
Cigniti Technologies Ltd
3.68%
ICICI Bank Ltd
3.63%
Bharti Airtel Ltd
3.03%
NTPC Ltd
2.86%
Zomato Ltd
2.60%
Trent Ltd
2.33%
Nexus Select Trust Reits
2.24%
Bajaj Finserv Ltd
1.95%
Fund Managers
- Piyush Baranwal (Jun 2024 - Present)
- Trupti Agrawal (Jun 2024 - Present)
- Dheeresh Pathak (Jun 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Special Opportunities Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Special Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Special Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Special Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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