WhiteOak Capital Flexi Cap Fund NFO

WhiteOak Capital Flexi Cap Fund NFO Review

Updated on 16 Oct, 2023

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WhiteOak Capital to launch a new NFO in the flexi cap category: WhiteOak Flexi Cap Fund

WhiteOak Mutual Fund is launching a new flexi cap fund, WhiteOak Capital Flexi Cap Fund, that offers a diversified portfolio by investing across market caps.

The New Fund Offer (NFO) period for the WhiteOak Capital Flexi Cap Fund is from July 12th 2022, to July 26th 2022.

Objective

The flexi cap fund’s investment objective is to create long-term capital appreciation by investing predominantly in equity & equity-related instruments across the spectrum of different market capitalization. However, the fund does not assure or guarantee that the investment objective will be achieved.

WhiteOak Capital Flexi Cap Fund NFO Details

Following are the WhiteOak Capital Flexi Cap Fund details:

Fund Name	WhiteOak Flexi Cap Fund
NFO Opening Date	July 12^th 2022
NFO Closing Date	July 26^th 2022
Type of Fund	Open-ended equity scheme
Fund Manager	Mr Ramesh Mantri (For Equity)Mr Piyush Baranwal (For Debt)
Minimum Investment Amount	INR 500
Minimum Additional Purchase Amount	INR 500
Exit Load	0-1%
Suitability	Very High
Benchmark	S&P BSE 500 TRI
Plans and Options	Regular Plan & Direct Plan, Growth Option & Income Distribution cum Capital Withdrawal (IDCW) Option

NOTE:

All additional investment amounts should be multiple of INR 1/-
Minimum SIP/SWP/STP for Quarterly frequency is INR 500/-
Exit Load:
1.00% (of applicable NAV) if Units are redeemed/ switched-out within 1 month from the date of allotment.
Thereafter: Nil

Who Can Invest in WhiteOak Capital Flexi Cap Fund NFO?

WhiteOak Capital Flexi Cap Fund is a diversified equity mutual fund. Thus, it is aimed at investors looking to invest in the equity sector. The scheme invests across different market capitalizations – large-cap, mid-cap and small-cap equities. It aims to build an active portfolio, representing a cross-section of companies diversified across major industries, economic sectors and also market capitalization. Thus, the fund aims to achieve portfolio goals of diversification and risk mitigation from concentrated bets.

Therefore, individuals willing to invest in diversified funds and with high-risk tolerance levels can consider the scheme. The scheme is aligned towards long-term financial goals. Moreover, the WhiteOak Flexi Cap Fund is aimed at investors with a longer investment duration of 5+ years.

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Fund Manager

Mr Ramesh Mantri is currently the Chief Investment Officer at WhiteOak AMC. He has more than 17 years of experience in the financial analysis and investment sector. Prior to joining WhiteOak, he founded Ashoka Capital Advisors, which advises a fund and family offices on equity investment in South Asia. Earlier, he worked with Alden Global Capital, a US-based hedge fund, for more than 7 years. Prior to this, he was at CRISIL as an analyst. Mr Mantri is a CFA charter holder, a Chartered Accountant and also holds an MBA degree from the Faculty of Management Studies, Delhi.
Mr Piyush Baranwal is the Senior Fund Manager at WhiteOak AMC. He has more than thirteen years of experience in managing various fixed-income funds in the Indian market. Prior to joining WhiteOak, he was associated with YES Asset Management, BOI Investment Managers, Morgan Stanley Investment Management and Principal Pnb Asset Management Company Pvt Ltd, to name a few. Mr Baranwal is a CFA charter holder and also holds a PGDBM degree in Finance from SPJIMR. Furthermore, he holds a B.Tech degree in Electronics and Communications from Manipal Institute of Technology.

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Asset Allocation

Following is the indicative asset allocation of the WhiteOak Flexi Cap Fund.

Types of Instruments	Indicative Allocation Minimum	Indicative Allocation Maximum	Risk Profile
Equity and Equity Related Instruments: Large Cap, Mid Cap and Small Cap Companies	65%	100%	Very High
Debt and Money Market Instruments	0	35%	Low to Medium
Units issued by REITs and InvITs	0	10%	Very High

Concluding Remarks

WhiteOak Capital Flexi Cap Fund is a diversified equity scheme that invests across different market capitalizations. Furthermore, the fund aims for balanced portfolio construction that aims to outperform across different market cycles. Since the fund plans to invest across market caps and sectors, it aims to generate better risk-adjusted returns.

WhiteOak Flexi Cap Fund is aimed at investors who understand and are also willing to take on the risk associated with equity mutual funds. Furthermore, a long-term investment horizon is recommended since the fund primarily invests across equities. Moreover, since the fund does not guarantee returns, it is advisable to monitor the investments closely.

Frequently Asked Questions

How Can I Invest in the WhiteOak Capital Flexi Fund NFO?

You can invest in the WhiteOak Capital Flexi Fund NFO through any of the following methods:
Offline: By filling out the NFO application and submitting it along with all documents and the cheque to the nearest Investor Service Center of CAMS or WhiteOak Capital MF.
Online:
WhiteOak Capital AMC Website
Online FinTech platforms and mutual fund platforms
Through demat account
Through a mutual fund distributor or agent

When will the scheme open for ongoing subscriptions, switches and redemptions?

The flexi cap scheme will re-open for subscriptions, switches and redemptions from August 3^rd 2022.

What is the minimum SIP amount and installment?

Following are the minimum SIP Amount and installment details:
Weekly SIP: INR 500 (additional investments in multiple of Re. 1/-); Minimum installments: 6
Fortnightly SIP: INR 500 (additional investments in multiple of Re. 1/-); Minimum installments: 6
Monthly SIP: INR 500 (additional investments in multiple of Re. 1/-); Minimum installments: 6
Quarterly SIP: INR 1,500 (additional investments in multiple of Re. 1/-); Minimum installments: 4

Is WhiteOak Capital Flexi Cap Fund risky?

WhiteOak Capital Flexi Cap fund is a pure equity mutual fund that invests across different market capitalizations and sectors. Thus, the scheme falls under the very high-risk category. Therefore, investors must be mindful of the risk associated with the investments. The scheme doesn’t guarantee any returns to investors.