WhiteOak Capital Multi Asset Allocation Fund NFO

WhiteOak Capital Mutual Fund is launching a new multi-asset fund

May 5, 2023

Deepti Namoshi

WhiteOak Capital Multi Asset Allocation Fund NFO

Opening Date:  May 3,  2023 Closing Date:  May 10, 2023

Minimum Investment:  INR 5000 Minimum Additional Purchase: INR 500  Exit Load: 0-1%  Suitability: Very High Risk  Benchmark: S&P BSE 500 TRI (40%) + CRISIL Composite Bond Fund Index (40%) + Domestic prices of Gold (10%) + Domestic prices of Silver (10%)

Investment Details

Asset Allocation

Equity and Equity Related Instruments, Debt Securities and Money Market Instruments (10% to 80%)

Gold/silver-related instruments (including ETFs, Sovereign gold deposit schemes) &Exchange Traded Commodity Derivatives (ETCDs) as permitted by SEBI from time to time. (10% to 50%) Units issued by REITs and InvITs (0% to 10%)

Very high-risk investment WhiteOak Capital Multi Asset Allocation Fund  is a hybrid fund and benchmarked to CRISIL Composite Bond TR INR

Risk Profile

Fund Managers

WhiteOak Capital Multi Asset Allocation Fund will be managed by four fund managers. Mr Ramesh Mantri (Equity) Mr Piyush Baranwal (Debt) Mr Vineet Narang (Gold/Silver related instruments) Mr Shariq Merchant (Overseas Investments)

The scheme aims to provide long-term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt and Gold/Silver related instruments.  However, there is no assurance that the investment objective of the Scheme will be realized

Investment Objective