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WhiteOak Capital Equity Savings Fund Direct (G) Offer Details

HybridEquity Savings

10

Unit Price

05 Mar, 2025

Offer Close

5000

Min Amount

Investment Objective

The investment objective of WhiteOak Capital Equity Savings Fund Direct (G) is the scheme seeks to provide capital appreciation by investing in equity & equity related instruments, arbitrage opportunities, and debt & money market instruments.. WhiteOak Capital Equity Savings Fund Direct (G) is moderately high. The new fund offer (NFO) period for WhiteOak Capital Equity Savings Fund Direct (G) is 2025-03-12 to 2025-03-05 with minimum investment amount of ₹ 5,000

WhiteOak Capital Equity Savings Fund Direct (G) NFO Details

NFO Open Date
-
Offer Close
05 Mar, 2025
Unit Price
₹ 10
Min. Amount
₹ 5,000
Entry Load
Not Applicable
Exit Load
Exit load of 0.25%, if redeemed within 7 days.
Scheme Type
Hybrid
Fund Option
WhiteOak Capital Equity Savings Fund Direct (G)
Benchmark
NIFTY Equity Savings Total Return Index
Lock In Period
NIL
Fund Managers

Ashish Agrawal

Fund Manager

Bhavin Patadia

Fund Manager

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Asset Management Limited, is part of WhiteOak Capital group of companies founded by Mr Prashant Khemka, an investment professional with an enviable track record spanning over two decades.The group offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide. It manages an AUM of over INR 45,470 cr in India dedicated equity assets as of 31st March 2023.WhiteOak Capital Asset Management Company strives to be a performance-centric organization with the vision of providing strong & consistent investment performance to our customers.WhiteOak Capital is driven by “Performance First Culture” which focuses on a simple stock selection-based approach and robust risk management.It aims to bring to bear a scientific & fundamental approach on Fund Management.The team comprises of seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO who brings in 20+ years of experience in the asset management industry.amc-img
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Build Long Term Wealth

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    Historical growth rate of 12% per annum
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