WhiteOak Capital Mutual Fund launches WhiteOak Capital Tax Saver Fund

NFO period: 16^th August – 23^rd September, 2022

Highlights of the NFO:

• Scheme type – An open ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit


• Investment objective – To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. 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 in a diversified portfolio of equity and equity-related securities. Tax Benefits with a lock-in of 3-years.


• Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 500/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth option and Payout of Income Distribution cum capital withdrawal option (IDCW Payout option).


• Fund Managers – Mr. Ramesh Mantri, Mr. Piyush Baranwal and Ms. Trupti Agrawal


• Benchmark – S&P BSE 500 TRI