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News WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Advantage Fund
Jan 20, 2023
Mutual Fund
WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Advantage Fund
NFO period: 20th January - 03rd February, 2023
Highlights of the NFO:
- Scheme type - An open ended dynamic asset allocation fund
- Investment objective - To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the scheme will be realized.
- Product suitability - The product is suitable for investors who are seeking Capital Appreciation & Income Generation over Medium to Long term by investing in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.
- Minimum Application Amount - First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter
- Plan/ Options available - Regular Plan and Direct Plan having Growth Option only.
- Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agrawal (Assistant Fund Manager) and Mr. Piyush Baranwal
- Benchmark - CRISIL Hybrid 50+50 - Moderate Index
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
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