WhiteOak Capital Mutual Fund launches WhiteOak Capital Equity Savings Fund

NFO period: 25^th February – 05^th March, 2025

Highlights of the NFO:

• Scheme type – An open ended scheme investing in equity, arbitrage and debt


• Investment objective – The primary objective of the scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the scheme will be achieved.


• Product suitability – This product is suitable for investors who are seeking to generate capital appreciation by investing in equity and equity related instruments. Seeking to generate income by investing in fixed income securities and using arbitrage and other derivative strategies.


• 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 (For Equity Securities), Mr. Dheeresh Pathak (Assistant Fund Manager - Equity), Ms. Trupti Agarwal (Assistant Fund Manager - Equity), Mr. Piyush Baranwal (For Debt Securities), Mr. Bhavin Patadia (Arbitrage) and Mr. Ashish Agrawal (Arbitrage)


• Benchmark – NIFTY Equity Savings TRI