A Oneindia Venture

WhiteOak Capital Equity Savings Fund NFO

By WhiteOak Capital Mutual Fund Hybrid Hybrid
NFO Closed

Offer Price

₹10.00

Min. Investment

₹500

Open Date

25 Feb 2025

Close Date

05 Mar 2025

SIP Amount

₹100

WhiteOak Capital Equity Savings Fund is a New Fund Offer (NFO) by WhiteOak Capital Asset Management Ltd. categorized under Hybrid. The NFO is open for subscription from 25 Feb 2025 to 05 Mar 2025. Investors can subscribe with a lumpsum investment of ₹500. The offer price is ₹10.00 per unit. The fund will be managed by Ramesh Mantri. The fund has a risk rating of 'Moderately High' with an expected expense ratio of 0.48%. It will benchmark against Nifty Equity Savings Total Return.

Fund Details

Offer Price
₹10.00 per unit
Subscription Period
25 Feb 2025 to 05 Mar 2025
Min. Lumpsum Amount
₹500
SIP Amount
Rs. 100
Scheme Type
Open Ended
Category
Hybrid - Equity Savings
Risk Level
Moderately High
Expected Expense Ratio
0.48%
Exit Load
0.25%
Benchmark
Nifty Equity Savings Total Return
Plan Options
Growth

Fund Objective

The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

AMC Details

Name
WhiteOak Capital Mutual Fund
Fund Managers
Mr. Ramesh Mantri (Equity)
Mr. Dheeresh Pathak (Equity)
Ms. Trupti Agarwal (Equity)
Website
https://mf.whiteoakamc.com

Top Funds from Hybrid - Equity Savings

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Axis Equity Savings Fund
Hybrid Regular
4.28% 33.00% 52.32% ₹931 2.28%
Moderately High
HDFC Equity Savings Fund - Regular Plan
Hybrid Regular
5.54% 32.95% 66.25% ₹5,904 1.88%
Moderately High
DSP Equity Savings Fund
Hybrid Regular
5.18% 32.89% 57.99% ₹3,936 1.46%
Moderately High
Aditya Birla Sun Life Equity Savings Fund - Direct Plan
Hybrid Direct
8.70% 32.69% 54.06% ₹974 0.53%
Moderate
Tata Equity Savings Fund - Regular Plan - Growth
Hybrid Regular
5.68% 32.36% 52.60% ₹277 1.13%
Low to Moderate
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
5.68% 32.36% 52.50% ₹277 1.13%
Low to Moderate
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
5.68% 32.36% 52.50% ₹277 1.13%
Low to Moderate
Nippon India Equity Savings Fund - Direct Plan
Hybrid Direct
6.07% 31.79% 55.63% ₹945 1.75%
Moderate
Nippon India Equity Savings Fund - Direct Plan
Hybrid Direct
6.07% 31.79% 55.63% ₹945 1.75%
Moderate
Nippon India Equity Savings Fund - Direct Plan
Hybrid Direct
6.07% 31.78% 55.63% ₹945 1.75%
Moderate

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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