WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Hybrid Fund

NFO
Oct 5, 2023 by Advisorkhoj Team | NFO | 13 Downloaded

NFO period: 05th October – 19th October, 2023

Highlights of the NFO:

  • Scheme type – An open ended balanced scheme investing in Equity and Debt instruments

  • Investment objective – The investment objective of the scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. There is 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 and Income Generation over medium and long term by investing in 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 (Equity Securities), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (Debt Securities) and Mr. Shariq Merchant (Overseas Investments)

  • Benchmark – CRISIL Hybrid 50+50 Moderate Index

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

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