WhiteOak Capital Large & Mid Cap Fund NFO: Details you need to know

7 Dec 2023 , 11:09 AM

WhiteOak Capital Mutual Fund is launching NFO under its “equity category”, named as WhiteOak Capital Large & Mid Cap Fund. The investment objective of the scheme is to investing in equity and equity related securities of large and mid cap companies for long-term capital growth.

Investment strategy: At all times, the portfolio shall have a minimum of 35% exposure to each of Large and Mid-cap companies. Fund manager’s investment approach of bottom-up stock selection is well applicable across sectors and market capitalisations.

Asset allocation: The scheme will invest in equity and equity related securities of lag cap and mid cap companies.

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify their portfolio in large and mid cap companies stocks should invest in WhiteOak Capital Large & Mid Cap Fund. 

Risk associated: Very high level of risk.

Benchmark: S&P BSE 250 Large MidCap TRI.

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

The NFO is available for subscription from December 1 to December 15. 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 Large & Mid Cap Fund.