WhiteOak Capital Mutual Fund launches WhiteOak Capital Multi Asset Allocation Fund

NFO period: 03^rd May – 10^th May, 2023

Highlights of the NFO:

• Scheme type – An open ended scheme investing in Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/silver related instruments


• Investment objective – The investment objective of the scheme is to provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt and Gold/silver related instruments. 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 long term capital appreciation by investing in diversified portfolio of instruments across multiple asset classes i.e. Equity, Debt and Gold/silver related instruments.


• Minimum Application Amount – First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan. Both the Plans offer Growth option only.


• Fund Managers – Mr. Ramesh Mantri(Equity Securities), Mr. Piyush Baranwal(Debt Securities), Mr. Vineet Narang(Gold/silver related instruments) and Mr. Shariq Merchant(Overseas Investments)


• Benchmark – S&P BSE 500 TRI (40%) + CRISIL Composite Bond Index (40%) Domestic prices of Gold (10%) + Domestic prices of Silver (10%)