WhiteOak Mutual Fund To Launch WhiteOak Capital Quality Equity Fund

WhiteOak Capital Mutual Fund has launched the WhiteOak Capital Quality Equity Fund, a new open-ended equity scheme. The fund is designed to provide long-term capital appreciation by focusing on investments in companies with strong fundamentals. It adheres to the Quality Factor theme, balancing its portfolio with equity, debt, and other instruments to align with its objectives.

WhiteOak Capital Quality Equity Fund: Aiming for Long-Term Growth

WhiteOak Capital Mutual Fund has launched the WhiteOak Capital Quality Equity Fund, an open-ended equity scheme centred around the Quality Factor theme. The scheme seeks to provide long-term capital appreciation by investing primarily in companies with strong fundamentals and sustainable competitive advantages. With an allocation focused on equity investments, the fund ensures minimal exposure to debt and units issued by REITs/InVITs.

The New Fund Offer (NFO) for the scheme will be open for subscription from January 8 to January 22, 2025, and the fund will re-open for continuous sale and repurchase within five business days after allotment. Investors can choose between regular and direct plans, with growth options available. The fund will benchmark its performance against the BSE Quality TRI.

Key Features and Investment Strategy

The WhiteOak Capital Quality Equity Fund follows a structured investment allocation to achieve its objectives:

80-100% in quity and equity-related instruments under the Quality Factor theme.

0-20% in equity instruments outside the theme.

0-20% in debt securities and money market instruments.

0-10% in units issued by REITs and InVITs.

The minimum lump sum investment is ₹500, followed by multiples of ₹1 for subsequent investments. For systematic transactions like SIPs, the minimum investment amount is ₹100 with at least six instalments. Exit load conditions apply, with a 1% charge for redemptions/switch-outs within one month of allotment. Beyond this period, no exit load is applicable.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

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