WhiteOak Capital Mutual Fund launches WhiteOak Capital Large & Mid Cap Fund

NFO period: 01^st December – 15^th December, 2023

Highlights of the NFO:

• Scheme type – An open ended equity scheme investing in both large cap and mid cap stocks


• Investment objective – The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid-cap companies. 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 predominantly in equity and equity related instruments of large & mid cap companies.


• 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), Ms. Trupti Agrawal(Assistant Fund Manager), Mr. Piyush Baranwal(For Debt Securities) and Mr. Shariq Merchant


• Benchmark – S&P BSE 250 Large MidCap TRI