WhiteOak Capital Mutual Fund launches WhiteOak Capital Mid Cap Fund

NFO period: 16^th August – 30^th August, 2022

Highlights of the NFO:

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


• Investment objective – The primary objective of the scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. 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 of companies primarily selected from the mid-cap segment of the Indian markets.


• 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, Payout of Income Distribution cum capital withdrawal option (IDCW Payout option) and Reinvestment of Income Distribution cum capital withdrawal option (IDCW Reinvestment Option).


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


• Benchmark – S&P BSE MidCap 150 TRI