WhiteOak Capital Balanced Hybrid Fund NFO: Key details you need to know

16 Oct 2023 , 11:21 AM

WhiteOak Capital Mutual Fund is launching NFO under its “hybrid category”, named as WhiteOak Capital Balanced Hybrid Fund. This open-ended fund aims to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. 

Investment strategy: The investment philosophy is to invest in businesses based on stock selection and to avoid focusing on macro events.

Asset allocation: The Scheme may use equity and fixed income derivatives for such purposes as maybe permitted by the Regulations, including for the purpose of hedging and portfolio balancing, based on the opportunities available and subject to guidelines issued by SEBI and RBI from time to time.

Who should invest?

Investors with high risk appetite and want to invest for 5 years to diversify their portfolio in equity and debt securities should invest in WhiteOak Capital Balanced Hybrid Fund. 

Risk associated: High level of risk.

Benchmark: CRISIL Hybrid 50+50 Moderate Index.

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

The NFO is available for subscription from October 5 to October 19. 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 Balanced Hybrid Fund.