WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Advantage Fund

NFO period: 20^th January – 03^rd 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