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
₹12.15
-0.43%
NAV as on 07 Sep 24, 12:00 AM
very high risk
equity other
equity
NAV as on 07 Sep 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
19.97%p.a.
Since Inception
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 477.94 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
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.
HDFC Bank Ltd
6.47%
Reliance Industries Ltd
5.71%
ICICI Securities Ltd
4.80%
Cholamandalam Financial Holdings Ltd
3.41%
Bharti Airtel Ltd
3.03%
State Bank of India
2.66%
Zomato Ltd
2.64%
Mahindra & Mahindra Ltd
2.63%
Godrej Industries Ltd
2.51%
Maruti Suzuki India Ltd
2.14%
View Scheme Document
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
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 |
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:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
29.9%
very high risk | equity
0.0%
very high risk | equity
24.3%