WhiteOak Capital Mutual Fund launches WhiteOak Capital Large Cap Fund

NFO
Nov 10, 2022 by Advisorkhoj Team | NFO | 2 Downloaded

NFO period: 10th November – 24th November, 2022

Highlights of the NFO:

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

  • Investment objective – To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. However, there can be no assurance or guarantee that the by investing objective of the scheme would be achieved.

  • Product suitability – The product is suitable for investors who are seeking long term capital appreciation to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap companies stocks.

  • 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 and Income Distribution cum Capital Withdrawal Option (IDCW). IDCW Option shall have Payout option and Reinvestment Option.

  • Fund Managers – Mr. Ramesh Mantri, Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (For Debt Securities) and Mr. Shariq Merchant(For overseas Investments)

  • Benchmark – S&P BSE 100 TRI

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

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