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WhiteOak Capital Special Opportunities Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (30-May-25)
₹12.760.07%1D
Returns (Since Inception)
27.61%
Rated ★4.3+ on 
Fund Overview
Fund Size
₹846 Cr
Expense Ratio
0.58%
ISIN
INF03VN01902
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
04 Jun 2024
About this fund
This fund has been in existence for 11 months and 28 days, having been launched on 04-Jun-24.
As of 30-May-25, it has a Net Asset Value (NAV) of ₹12.76, Assets Under Management (AUM) of 846.37 Crores, and an expense ratio of 0.58%.
As of 30-May-25, it has a Net Asset Value (NAV) of ₹12.76, Assets Under Management (AUM) of 846.37 Crores, and an expense ratio of 0.58%.
- WhiteOak Capital Special Opportunities Fund Direct Growth has given a CAGR return of 27.61% since inception.
- The fund's asset allocation comprises around 90.15% in equities, 0.00% in debts, and 9.85% in cash & cash equivalents.
- You can start investing in WhiteOak Capital Special Opportunities Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+27.61%
— (Cat Avg.)
Portfolio Summaryas of 30th April 2025
| Equity | ₹762.98 Cr | 90.15% |
| Others | ₹83.4 Cr | 9.85% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹63.92 Cr | 7.55% |
| Bharti Airtel Ltd | Equity | ₹52.23 Cr | 6.17% |
| HDFC Bank Ltd | Equity | ₹48.8 Cr | 5.77% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹41.48 Cr | 4.90% |
| Kotak Mahindra Bank Ltd | Equity | ₹34.44 Cr | 4.07% |
| Info Edge (India) Ltd | Equity | ₹23.79 Cr | 2.81% |
| Mahindra & Mahindra Ltd | Equity | ₹21.86 Cr | 2.58% |
| Reliance Industries Ltd | Equity | ₹21.22 Cr | 2.51% |
| Bajaj Finserv Ltd | Equity | ₹21.21 Cr | 2.51% |
| Nexus Select Trust Reits | Equity - REIT | ₹21.2 Cr | 2.51% |
| State Bank of India | Equity | ₹20.96 Cr | 2.48% |
| Eternal Ltd | Equity | ₹20.78 Cr | 2.46% |
| Persistent Systems Ltd | Equity | ₹18.84 Cr | 2.23% |
| Adani Ports & Special Economic Zone Ltd | Equity | ₹15.44 Cr | 1.82% |
| Power Grid Corp Of India Ltd | Equity | ₹14.82 Cr | 1.75% |
| Ajax Engineering Ltd | Equity | ₹14.2 Cr | 1.68% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹14.19 Cr | 1.68% |
| Bharat Electronics Ltd | Equity | ₹13.93 Cr | 1.65% |
| Vedanta Ltd | Equity | ₹13.89 Cr | 1.64% |
| E I D Parry India Ltd | Equity | ₹13.35 Cr | 1.58% |
| Coforge Ltd | Equity | ₹12.86 Cr | 1.52% |
| Max Financial Services Ltd | Equity | ₹12.63 Cr | 1.49% |
| Cigniti Technologies Ltd | Equity | ₹12.5 Cr | 1.48% |
| Aadhar Housing Finance Ltd | Equity | ₹11.73 Cr | 1.39% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹11.42 Cr | 1.35% |
| Home First Finance Co India Ltd --- | Equity | ₹10.12 Cr | 1.20% |
| Navin Fluorine International Ltd | Equity | ₹10.11 Cr | 1.19% |
| Tata Consultancy Services Ltd | Equity | ₹9.78 Cr | 1.16% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹9.45 Cr | 1.12% |
| Godrej Industries Ltd | Equity | ₹9.2 Cr | 1.09% |
| Firstsource Solutions Ltd | Equity | ₹8.92 Cr | 1.05% |
| PB Fintech Ltd | Equity | ₹8.83 Cr | 1.04% |
| Power Finance Corp Ltd | Equity | ₹8.71 Cr | 1.03% |
| Carraro India Ltd | Equity | ₹8.58 Cr | 1.01% |
| Net Receivables / (Payables) | Cash - Collateral | ₹8.32 Cr | 0.98% |
| Just Dial Ltd | Equity | ₹7.91 Cr | 0.93% |
| CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹7.63 Cr | 0.90% |
| PG Electroplast Ltd | Equity | ₹7.51 Cr | 0.89% |
| Garware Technical Fibres Ltd | Equity | ₹7.45 Cr | 0.88% |
| UPL Ltd | Equity | ₹7.32 Cr | 0.87% |
| Nuvoco Vista Corp Ltd | Equity | ₹7.27 Cr | 0.86% |
| 91 Days Tbill Red 08-05-2025 | Bond - Gov't/Treasury | ₹6.99 Cr | 0.83% |
| 182 DTB 12062025 | Bond - Gov't/Treasury | ₹6.95 Cr | 0.82% |
| Newgen Software Technologies Ltd | Equity | ₹6.89 Cr | 0.81% |
| CARE Ratings Ltd | Equity | ₹6.82 Cr | 0.81% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹6.38 Cr | 0.75% |
| Neuland Laboratories Ltd | Equity | ₹6.31 Cr | 0.75% |
| Azad Engineering Ltd | Equity | ₹6.18 Cr | 0.73% |
| Ami Organics Ltd | Equity | ₹5.83 Cr | 0.69% |
| Eureka Forbes Ltd | Equity | ₹5.75 Cr | 0.68% |
| Lumax Auto Technologies Ltd | Equity | ₹5.52 Cr | 0.65% |
| Akzo Nobel India Ltd | Equity | ₹5.44 Cr | 0.64% |
| Le Travenues Technology Ltd | Equity | ₹5.17 Cr | 0.61% |
| Shilpa Medicare Ltd | Equity | ₹5.06 Cr | 0.60% |
| GMM Pfaudler Ltd | Equity | ₹4.83 Cr | 0.57% |
| Archean Chemical Industries Ltd | Equity | ₹4.8 Cr | 0.57% |
| Strides Pharma Science Ltd | Equity | ₹4.58 Cr | 0.54% |
| Piramal Pharma Ltd | Equity | ₹4.38 Cr | 0.52% |
| PCBL Chemical Ltd | Equity | ₹4.29 Cr | 0.51% |
| Stylam Industries Ltd | Equity | ₹3.23 Cr | 0.38% |
| Chemplast Sanmar Ltd | Equity | ₹3.22 Cr | 0.38% |
| 182 DTB 15052025 | Bond - Gov't/Treasury | ₹2.99 Cr | 0.35% |
| India (Republic of) | Bond - Short-term Government Bills | ₹2.97 Cr | 0.35% |
| India (Republic of) | Bond - Short-term Government Bills | ₹2.96 Cr | 0.35% |
| KRN Heat Exchanger and Refrigeration Ltd | Equity | ₹2.93 Cr | 0.35% |
| Edelweiss Financial Services Ltd | Equity | ₹2.88 Cr | 0.34% |
| Embassy Office Parks REIT | Equity - REIT | ₹2.79 Cr | 0.33% |
| 91 Days Treasury Bill 26-Jun-2025 | Bond - Gov't/Treasury | ₹2.08 Cr | 0.25% |
| 364 DTB 23052025 | Bond - Gov't/Treasury | ₹1.99 Cr | 0.24% |
| 91 Days Tbill Red 12-06-2025 | Bond - Gov't/Treasury | ₹1.99 Cr | 0.23% |
| 182 DTB 19062025 | Bond - Gov't/Treasury | ₹1.98 Cr | 0.23% |
| 91 Days Tbill Red 19-06-2025 | Bond - Gov't/Treasury | ₹1.89 Cr | 0.22% |
| Mindspace Business Parks REIT Unit | Equity - REIT | ₹0.6 Cr | 0.07% |
| 182 DTB 05062025 | Bond - Gov't/Treasury | ₹0.4 Cr | 0.05% |
| 91 Days Tbill Red 05-06-2025 | Bond - Gov't/Treasury | ₹0.4 Cr | 0.05% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹0.14 Cr | 0.02% |
Allocation By Market Cap (Equity)
Large Cap Stocks
47.94%
Mid Cap Stocks
9.35%
Small Cap Stocks
28.27%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹272.85 Cr | 32.24% |
| Communication Services | ₹83.93 Cr | 9.92% |
| Basic Materials | ₹81.9 Cr | 9.68% |
| Technology | ₹80.38 Cr | 9.50% |
| Consumer Cyclical | ₹78.34 Cr | 9.26% |
| Industrials | ₹73.21 Cr | 8.65% |
| Healthcare | ₹31.75 Cr | 3.75% |
| Energy | ₹21.22 Cr | 2.51% |
| Utilities | ₹14.82 Cr | 1.75% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Piyush Baranwal
Since June 2024
Ramesh Mantri
Since May 2025
TA
Trupti Agrawal
Since June 2024
DP
Dheeresh Pathak
Since June 2024
AA
Ashish Agrawal
Since January 2025
Additional Scheme Detailsas of 30th April 2025
ISIN INF03VN01902 | Expense Ratio 0.58% | Exit Load 1.00% | Fund Size ₹846 Cr | Age 11 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark BSE 500 PR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of WhiteOak Capital Special Opportunities Fund Direct Growth?
The NAV of WhiteOak Capital Special Opportunities Fund Direct Growth, as of 30-May-2025, is ₹12.76.
What is the portfolio composition of WhiteOak Capital Special Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 90.15% in equities, 0.00% in bonds, and 9.85% in cash and cash equivalents.
Who manages the WhiteOak Capital Special Opportunities Fund Direct Growth?
The fund managers responsible for WhiteOak Capital Special Opportunities Fund Direct Growth are:-
- Piyush Baranwal
- Ramesh Mantri
- Trupti Agrawal
- Dheeresh Pathak
- Ashish Agrawal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
WhiteOak Capital Special Opportunities Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (30-May-25)
₹12.760.07%1D
Returns (Since Inception)
27.61%
Rated ★4.3+ on
Fund Overview
Fund Size
₹846 Cr
Expense Ratio
0.58%
ISIN
INF03VN01902
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
04 Jun 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
This fund has been in existence for 11 months and 28 days, having been launched on 04-Jun-24.
As of 30-May-25, it has a Net Asset Value (NAV) of ₹12.76, Assets Under Management (AUM) of 846.37 Crores, and an expense ratio of 0.58%.
As of 30-May-25, it has a Net Asset Value (NAV) of ₹12.76, Assets Under Management (AUM) of 846.37 Crores, and an expense ratio of 0.58%.
- WhiteOak Capital Special Opportunities Fund Direct Growth has given a CAGR return of 27.61% since inception.
- The fund's asset allocation comprises around 90.15% in equities, 0.00% in debts, and 9.85% in cash & cash equivalents.
- You can start investing in WhiteOak Capital Special Opportunities Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+27.61%
— (Cat Avg.)
Portfolio Summaryas of 30th April 2025
| Equity | ₹762.98 Cr | 90.15% |
| Others | ₹83.4 Cr | 9.85% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹63.92 Cr | 7.55% |
| Bharti Airtel Ltd | Equity | ₹52.23 Cr | 6.17% |
| HDFC Bank Ltd | Equity | ₹48.8 Cr | 5.77% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹41.48 Cr | 4.90% |
| Kotak Mahindra Bank Ltd | Equity | ₹34.44 Cr | 4.07% |
| Info Edge (India) Ltd | Equity | ₹23.79 Cr | 2.81% |
| Mahindra & Mahindra Ltd | Equity | ₹21.86 Cr | 2.58% |
| Reliance Industries Ltd | Equity | ₹21.22 Cr | 2.51% |
| Bajaj Finserv Ltd | Equity | ₹21.21 Cr | 2.51% |
| Nexus Select Trust Reits | Equity - REIT | ₹21.2 Cr | 2.51% |
| State Bank of India | Equity | ₹20.96 Cr | 2.48% |
| Eternal Ltd | Equity | ₹20.78 Cr | 2.46% |
| Persistent Systems Ltd | Equity | ₹18.84 Cr | 2.23% |
| Adani Ports & Special Economic Zone Ltd | Equity | ₹15.44 Cr | 1.82% |
| Power Grid Corp Of India Ltd | Equity | ₹14.82 Cr | 1.75% |
| Ajax Engineering Ltd | Equity | ₹14.2 Cr | 1.68% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹14.19 Cr | 1.68% |
| Bharat Electronics Ltd | Equity | ₹13.93 Cr | 1.65% |
| Vedanta Ltd | Equity | ₹13.89 Cr | 1.64% |
| E I D Parry India Ltd | Equity | ₹13.35 Cr | 1.58% |
| Coforge Ltd | Equity | ₹12.86 Cr | 1.52% |
| Max Financial Services Ltd | Equity | ₹12.63 Cr | 1.49% |
| Cigniti Technologies Ltd | Equity | ₹12.5 Cr | 1.48% |
| Aadhar Housing Finance Ltd | Equity | ₹11.73 Cr | 1.39% |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | ₹11.42 Cr | 1.35% |
| Home First Finance Co India Ltd --- | Equity | ₹10.12 Cr | 1.20% |
| Navin Fluorine International Ltd | Equity | ₹10.11 Cr | 1.19% |
| Tata Consultancy Services Ltd | Equity | ₹9.78 Cr | 1.16% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹9.45 Cr | 1.12% |
| Godrej Industries Ltd | Equity | ₹9.2 Cr | 1.09% |
| Firstsource Solutions Ltd | Equity | ₹8.92 Cr | 1.05% |
| PB Fintech Ltd | Equity | ₹8.83 Cr | 1.04% |
| Power Finance Corp Ltd | Equity | ₹8.71 Cr | 1.03% |
| Carraro India Ltd | Equity | ₹8.58 Cr | 1.01% |
| Net Receivables / (Payables) | Cash - Collateral | ₹8.32 Cr | 0.98% |
| Just Dial Ltd | Equity | ₹7.91 Cr | 0.93% |
| CreditAccess Grameen Ltd Ordinary Shares | Equity | ₹7.63 Cr | 0.90% |
| PG Electroplast Ltd | Equity | ₹7.51 Cr | 0.89% |
| Garware Technical Fibres Ltd | Equity | ₹7.45 Cr | 0.88% |
| UPL Ltd | Equity | ₹7.32 Cr | 0.87% |
| Nuvoco Vista Corp Ltd | Equity | ₹7.27 Cr | 0.86% |
| 91 Days Tbill Red 08-05-2025 | Bond - Gov't/Treasury | ₹6.99 Cr | 0.83% |
| 182 DTB 12062025 | Bond - Gov't/Treasury | ₹6.95 Cr | 0.82% |
| Newgen Software Technologies Ltd | Equity | ₹6.89 Cr | 0.81% |
| CARE Ratings Ltd | Equity | ₹6.82 Cr | 0.81% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹6.38 Cr | 0.75% |
| Neuland Laboratories Ltd | Equity | ₹6.31 Cr | 0.75% |
| Azad Engineering Ltd | Equity | ₹6.18 Cr | 0.73% |
| Ami Organics Ltd | Equity | ₹5.83 Cr | 0.69% |
| Eureka Forbes Ltd | Equity | ₹5.75 Cr | 0.68% |
| Lumax Auto Technologies Ltd | Equity | ₹5.52 Cr | 0.65% |
| Akzo Nobel India Ltd | Equity | ₹5.44 Cr | 0.64% |
| Le Travenues Technology Ltd | Equity | ₹5.17 Cr | 0.61% |
| Shilpa Medicare Ltd | Equity | ₹5.06 Cr | 0.60% |
| GMM Pfaudler Ltd | Equity | ₹4.83 Cr | 0.57% |
| Archean Chemical Industries Ltd | Equity | ₹4.8 Cr | 0.57% |
| Strides Pharma Science Ltd | Equity | ₹4.58 Cr | 0.54% |
| Piramal Pharma Ltd | Equity | ₹4.38 Cr | 0.52% |
| PCBL Chemical Ltd | Equity | ₹4.29 Cr | 0.51% |
| Stylam Industries Ltd | Equity | ₹3.23 Cr | 0.38% |
| Chemplast Sanmar Ltd | Equity | ₹3.22 Cr | 0.38% |
| 182 DTB 15052025 | Bond - Gov't/Treasury | ₹2.99 Cr | 0.35% |
| India (Republic of) | Bond - Short-term Government Bills | ₹2.97 Cr | 0.35% |
| India (Republic of) | Bond - Short-term Government Bills | ₹2.96 Cr | 0.35% |
| KRN Heat Exchanger and Refrigeration Ltd | Equity | ₹2.93 Cr | 0.35% |
| Edelweiss Financial Services Ltd | Equity | ₹2.88 Cr | 0.34% |
| Embassy Office Parks REIT | Equity - REIT | ₹2.79 Cr | 0.33% |
| 91 Days Treasury Bill 26-Jun-2025 | Bond - Gov't/Treasury | ₹2.08 Cr | 0.25% |
| 364 DTB 23052025 | Bond - Gov't/Treasury | ₹1.99 Cr | 0.24% |
| 91 Days Tbill Red 12-06-2025 | Bond - Gov't/Treasury | ₹1.99 Cr | 0.23% |
| 182 DTB 19062025 | Bond - Gov't/Treasury | ₹1.98 Cr | 0.23% |
| 91 Days Tbill Red 19-06-2025 | Bond - Gov't/Treasury | ₹1.89 Cr | 0.22% |
| Mindspace Business Parks REIT Unit | Equity - REIT | ₹0.6 Cr | 0.07% |
| 182 DTB 05062025 | Bond - Gov't/Treasury | ₹0.4 Cr | 0.05% |
| 91 Days Tbill Red 05-06-2025 | Bond - Gov't/Treasury | ₹0.4 Cr | 0.05% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹0.14 Cr | 0.02% |
Allocation By Market Cap (Equity)
Large Cap Stocks
47.94%
Mid Cap Stocks
9.35%
Small Cap Stocks
28.27%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹272.85 Cr | 32.24% |
| Communication Services | ₹83.93 Cr | 9.92% |
| Basic Materials | ₹81.9 Cr | 9.68% |
| Technology | ₹80.38 Cr | 9.50% |
| Consumer Cyclical | ₹78.34 Cr | 9.26% |
| Industrials | ₹73.21 Cr | 8.65% |
| Healthcare | ₹31.75 Cr | 3.75% |
| Energy | ₹21.22 Cr | 2.51% |
| Utilities | ₹14.82 Cr | 1.75% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Piyush Baranwal
Since June 2024
Ramesh Mantri
Since May 2025
TA
Trupti Agrawal
Since June 2024
DP
Dheeresh Pathak
Since June 2024
AA
Ashish Agrawal
Since January 2025
Additional Scheme Detailsas of 30th April 2025
ISIN INF03VN01902 | Expense Ratio 0.58% | Exit Load 1.00% | Fund Size ₹846 Cr | Age 11 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark BSE 500 PR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
Related Articles
Still got questions?
We're here to help.
What is the current NAV of WhiteOak Capital Special Opportunities Fund Direct Growth?
The NAV of WhiteOak Capital Special Opportunities Fund Direct Growth, as of 30-May-2025, is ₹12.76.
What is the portfolio composition of WhiteOak Capital Special Opportunities Fund Direct Growth?
The fund's allocation of assets is distributed as 90.15% in equities, 0.00% in bonds, and 9.85% in cash and cash equivalents.
Who manages the WhiteOak Capital Special Opportunities Fund Direct Growth?
The fund managers responsible for WhiteOak Capital Special Opportunities Fund Direct Growth are:-
- Piyush Baranwal
- Ramesh Mantri
- Trupti Agrawal
- Dheeresh Pathak
- Ashish Agrawal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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