WhiteOak Capital Mutual Fund launches WhiteOak Capital Large & Mid Cap Fund

Dec 1, 2023 by Advisorkhoj Team | NFO | 7 Downloaded

NFO period: 01st December – 15th December, 2023

Highlights of the NFO:

  • Scheme type – An open ended equity scheme investing in both large cap and mid cap stocks

  • Investment objective – The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid-cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

  • Product suitability – The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity and equity related instruments of large & mid cap companies.

  • 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) and Mr. Shariq Merchant

  • Benchmark – S&P BSE 250 Large MidCap TRI

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

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