WhiteOak Capital ESG Best-In-Class Strategy Fund NFO: Essential details you should know

18 Oct 2024 , 11:28 AM

WhiteOak Capital Mutual Fund is launching NFO under its “Thematic Fund”, named as WhiteOak Capital ESG Best-In-Class Strategy Fund. The open ended fund aims to generate long term growth of capital by predominantly investing in companies following Environment, Social and Governance (ESG) theme adopting Best-In-Class Strategy.

Investment strategy: The fund will utilize its proprietary framework to assess companies on their corporate governance practices. Under this framework, companies are assessed based on their accounting practices, alignment with minority shareholders’ interests, capital allocation, board strength and compliance with the relevant laws and regulations.

Asset allocation: The fund will invest in the portfolio of predominantly in Equity & Equity related instruments ESG theme following Best-In-Class Strategy.

Who should invest?

Investors with very high risk appetite should invest in the WhiteOak Capital ESG Best-In-Class Strategy Fund for 5 to 7 years.

Risk associated: Very high level of risk.

Benchmark: Nifty 100 ESG TRI

Fund Managers: Trupti Agarwal, Ramesh Mantri, Dheeresh Pathak, Piyush Baranwal

The NFO is available for subscription from October 11 to October 25. 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 ₹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 ESG Best-In-Class Strategy Fund.