WHITEOAK CAPITAL LARGE & MID CAP FUND

 

    WHITEOAK CAPITAL LARGE & MID CAP FUND - NFO  

 

Scheme Details

Launch Date : 1st December, 2023

Close Date : 15th December, 2023

Scheme Name : WhiteOak Capital Large & Mid Cap Fund

Category : Large & Mid Cap Fund 

Plans : Regular Plan & Direct Plan

Options : Growth Option

Type : An open ended equity scheme investing in both large cap and mid cap stocks

Investment Opjective: 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.

Minimum application amount : For Lumpsum: Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter during the New Fund Offer period (For SIP, please refer to the Scheme Information Document) 

Entry load : Nil

Exit load  : 1.00% (of applicable NAV) if Units are redeemed/ switched-out within 1 month from the date of allotment., Nil thereafter

Fund manager : Mr. Ramesh Mantri (Equity), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (Debt), Mr. Shariq Merchant (Overseas Investments) 

Benchmark Index : S&P BSE 250 Large MidCap TRI

 

Why WhiteOak Capital Large & Mid Fund

Large Investment Team - Covering 1000 Stocks with more than Rs. 1000 Crore Market Cap.

Balanced Portfolio Construction - Portfolio of Pro-cyclical and Counter-cyclical stocks to help reducing macro economic shocks.

Style and Sectoral Diversification - With No Sector & Style bias, Scheme can achieve portfolio goals of diversification and risk mitigation.

Sectoral Analyst: Team within Team Structure - Each sector is tracked by several analysts for in-depth analysis.

Analysts’ Experience - Many analysts in team are tracking the same sector for more than a decade.

Forensic for Negative List of Stocks - Helps reduce possible accidents due to poor corporate governance.

Hassel-free way to start Long Term SIP with predominant exposure to Large and Mid Caps via Single Scheme -

- Additional SIP/STP variants to choose from (Goal SIP, Flex SIP, SIP Top Up and Flex STP)^

 

 

WhiteOak Capital Large & Mid Cap Fund (An open ended equity scheme investing in both large cap and mid cap stocks) is suitable for investors who are seeking*:

• Long term capital appreciation

• Investment predominantly in equity and equity related instruments of large & mid cap companies

 

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. 

     

 Risk-o-Meter

 

 

(Disclaimer: The content herein does not consider individual investor’s objectives, risk appetite or financial needs or circumstances or the suitability of the mutual fund products described herein. Hence, investors are advised to consult their professional investment adviser/ consultant/ tax advisor for investment advice. 

A mutual fund scheme is NOT a DEPOSIT product and is not an obligation of, guaranteed, or insured by the mutual fund or its AMC. Due to the nature of the underlying investments, the returns or the potential returns of a mutual fund product cannot be guaranteed. When presented, historical performance is purely for reference purposes and does not guarantee future results)

Mutual funds are solely Distributed by GoldenFundswala under AMFI ARN- 246349, BSE Star MF- 57315 

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