WhiteOak Capital Equity Savings Fund NFO

                

WhiteOak Capital Equity Savings Fund NFO

Fund Objective - 

• To generate capital appreciation by investing in equity and equity related instruments.
• Seeking to generate income by investing in fixed income securities and using arbitrage and other derivative strategies
• No Assurance that the achieved scheme objective.

Basic Details - 

• Minimum SIP - 500 Rs
• Minimum Lumpsum - 500 Rs
• NAV - 10 Rs
• Start Date - 25 February 2025
• End Date - 5 March 2025
• Scheme Reopen - N/A
• Benchmark - NIFTY Equity Saving Total Return Index (TRI)
• Locking Period - No Locking Period
• Scheme Type - Open Ended
• Plan - Growth
• Exit Load - 0.25% if redeem / switch before 7 Days.
• Stamp Duty - 0.005
• Risk -  Moderately High Risk
• Category - Equity fund
• Fund Manager - Mr. Ramesh Mantri (for equity) Mr. Dheeresh Pathak (Assistant Fund Manager - Equity) Ms. Trupti Agrawal (Assistant Fund Manager - Equity) Mr. Piyush Baranwal (for debt Securities) Mr. Bhavin Patadia (Arbitrage) Mr. Ashish Agrawal (Arbitrage)
• Plan - Direct & Regular
•  Equity Allocation - Minimum 65% to Maximum 90%
• Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Who Can Invest in this Scheme - 

• Investors who want to invest in Conservative Approach.( Equity, Arbitrage & debt )
• Investor who want to Active Managed fund.
• Seeking long term capital growth.
• Minimum 3-5 year Investment Exposure
• A person should have Moderately High Risk appetite.

Risk Involve - 

• Active Investment Risk
• Settlement Risk
• Valuation Risk
• Interest Rate Risk
• Price Risk
• Credit Risk
• Liquidity Risk
• Reinvestment Risk
• Market Risk
• Etc .…

Risk-O-Meter - 

• Benchmark Risk o Meter - Very High Risk
• Fund Scheme Risk o Meter - Very High Risk

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Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.