A Oneindia Venture

WhiteOak Capital Quality Equity Fund NFO

By WhiteOak Capital Mutual Fund Equity Sector
NFO Closed

Offer Price

₹10.00

Min. Investment

₹500

Open Date

08 Jan 2025

Close Date

22 Jan 2025

SIP Amount

₹100

WhiteOak Capital Quality Equity Fund is a New Fund Offer (NFO) by WhiteOak Capital Asset Management Ltd. categorized under Sector. The NFO is open for subscription from 08 Jan 2025 to 22 Jan 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 'Very High' with an expected expense ratio of 0.61%. It will benchmark against BSE Quality Total Return.

Fund Details

Offer Price
₹10.00 per unit
Subscription Period
08 Jan 2025 to 22 Jan 2025
Min. Lumpsum Amount
₹500
SIP Amount
Rs. 100
Scheme Type
Open Ended
Category
Equity - Sectoral/Thematic
Risk Level
Very High
Expected Expense Ratio
0.61%
Exit Load
1%
Benchmark
BSE Quality Total Return
Plan Options
Growth

Fund Objective

The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. 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)
Ms. Trupti Agarwal (Equity)
Mr. Dheeresh Pathak (Equity)
Website
https://mf.whiteoakamc.com

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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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