WhiteOak Capital Mutual Fund launches WhiteOak Capital Multi Cap Fund

NFO period: 31^st August – 14^th September, 2023

Highlights of the NFO:

• Scheme type – An open ended equity scheme investing across large cap, mid cap, small cap stocks


• Investment objective – The primary objective of the scheme is to provide long-term capital appreciation/income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap & Small Cap Stock. 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 investing in equity & equity related instruments across large cap, mid cap & small cap 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 only.


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


• Benchmark – NIFTY 500 Multicap 50:25:25 TRI