Fri Jan 20 10:45:41 IST 2023

WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Advantage Fund

NFO period: 20th January - 03rd February, 2023

Highlights of the NFO:

  • Scheme type - An open ended dynamic asset allocation fund

  • Investment objective - To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the scheme will be realized.

  • Product suitability - The product is suitable for investors who are seeking Capital Appreciation & Income Generation over Medium to Long term by investing in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.

  • Minimum Application Amount - First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter

  • Plan/ Options available - Regular Plan and Direct Plan having Growth Option only.

  • Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agrawal (Assistant Fund Manager) and Mr. Piyush Baranwal

  • Benchmark - CRISIL Hybrid 50+50 - Moderate Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)