WhiteOak Capital Mutual Fund launches WhiteOak Capital Banking & Financial Services Fund

NFO period: 16^th January – 30^th January, 2024

Highlights of the NFO:

• Scheme type – An open ended equity scheme investing in banking & financial services sector


• Investment objective – The primary objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of banks & companies engaged in Financial Services Sector. 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 long term capital appreciation by investment predominantly in equity & equity related instruments in banking & financial services sector.


• 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 – Ms. Trupti Agrawal (For Equity Securities), Mr. Piyush Baranwal (For Debt Securities), Mr. Ramesh Mantri (For Equity Securities) and Mr. Shariq Merchant (For Overseas Investments)


• Benchmark – Nifty Financial Services Total Return Index (TRI)