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  • WhiteOak Capital Mutual Fund launches WhiteOak Capital Large Cap Fund

Nov 10, 2022

Mutual Fund

WhiteOak Capital Mutual Fund launches WhiteOak Capital Large Cap Fund

NFO period: 10th November - 24th November, 2022

Highlights of the NFO:

  • Scheme type - An open ended equity scheme predominantly investing in large cap stocks

  • Investment objective - To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. However, there can be no assurance or guarantee that the by investing objective of the scheme would be achieved.

  • Product suitability - The product is suitable for investors who are seeking long term capital appreciation to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap companies stocks.

  • 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 and Income Distribution cum Capital Withdrawal Option (IDCW). IDCW Option shall have Payout option and Reinvestment Option.

  • Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (For Debt Securities) and Mr. Shariq Merchant(For overseas Investments)

  • Benchmark - S&P BSE 100 TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)