WhiteOak Capital Mutual Fund launches WhiteOak Capital Quality Equity Fund

NFO period: 08^th January - 22^nd January, 2025

Highlights of the NFO:

• Scheme type - An open ended equity scheme following Quality Factor theme.


• Investment objective - The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. 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 long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of Quality Factor theme.


• Minimum Application Amount - Rs. 500/- and in multiples of Re. 1/- thereafter.


• Plan/ Options available - Direct Plan and Regular Plan having Growth option.


• Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak & Mr. Piyush Baranwal


• Benchmark - BSE Quality TRI.