WhiteOak Capital Multi Cap Fund NFO: Key details to know

1 Sep 2023 , 10:17 AM

WhiteOak Mutual Fund is launching NFO under its “equity category”, named as WhiteOak Capital Multi Cap Fund. This open-ended fund aims to generate long-term capital appreciation by investing equity & equity related instruments across large cap, mid cap & small cap stocks.

Investment strategy: The exact allocation in various asset classes and schemes would be decided based on the fund manager’s outlook on prevalent market conditions and changing business environment.

Asset allocation: The scheme will predominantly invest in equity & equity related instruments across large cap, mid cap & small cap stocks.

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify the portfolio across market cap should invest in WhiteOak Capital Multi Cap Fund. 

Risk associated: Very high level of risk.

Benchmark: NIFTY 500 Multicap 50:25:25 TRI.

Fund Managers: Mr. Ramesh Mantri, Ms. Trupti Agrawal, Mr. Piyush Baranwal and Mr. Shariq Merchant.

The NFO is available for subscription from August 31 to September 14. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 500/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in WhiteOak Capital Multi Cap Fund.