WhiteOak Capital Mutual Fund launches WhiteOak Capital Multi Cap Fund

by News Team | Mutual Fund

NFO period: 31st August – 14th September, 2023

Highlights of the NFO:

  • Scheme type – An open ended equity scheme investing across large cap, mid cap, small cap stocks

  • Investment objective – The primary objective of the scheme is to provide long-term capital appreciation/income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap & Small Cap Stock. 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 long term capital appreciation by investing in equity & equity related instruments across large cap, mid cap & small cap 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 only.

  • Fund Managers – Mr. Ramesh Mantri (For Equity Securities), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (For Debt Securities) Mr. Shariq Merchant (For overseas Investment)

  • Benchmark – NIFTY 500 Multicap 50:25:25 TRI

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