The WhiteOak Capital Large & Mid Cap Fund is a New Fund Offering and is an open-ended equity scheme by WhiteOak Mutual Fund. WhiteOak Mutual Fund is an Asset Management Company (AMC) based in India. The scheme aims to attain long-term capital appreciation through investments in large-cap and mid-cap stocks.
What is WhiteOak Capital Large & Mid Cap Fund?
WhiteOak Capital Large & Mid Cap Fund is a new open-ended equity scheme from WhiteOak Mutual Fund that invests in both large-cap and mid-cap stocks. It aims to generate long-term capital appreciation through a diversified portfolio of stocks across these market capitalizations.
WhiteOak Capital Large & Mid Cap Fund could be an interesting option for investors seeking a diversified equity fund focusing on long-term growth. However, it’s crucial to carefully evaluate your investment goals and risk tolerance before making any decisions.
Investment Strategy of the WhiteOak Capital Large & Mid Cap Fund:
- Bottom-up stock selection approach, focusing on companies with strong fundamentals, competitive advantages, and long-term growth potential
- Disciplined investment process using proprietary analytical frameworks
- High-caliber research team with extensive experience
Key Information About WhiteOak Capital Large & Mid Cap Fund
| Asset Management Company | WhiteOak Capital Asset Management Limited |
| Scheme Name | WhiteOak Capital Large & Mid Cap Fund |
| Fund Benchmark | S&P BSE 250 Large MidCap TRI |
| Category of the Scheme | Large & Mid Cap Fund |
| Nature of the Scheme | An open-ended equity scheme investing in both large-cap and mid cap stocks. |
| Objective | An open-ended equity scheme investing in both large-cap and mid-cap stocks. |
| Entry Load | NIL |
| Exit Load | • 1.00% Exit Load within 1 month of purchase/switch-in.• No Exit Load after 1 month. |
| Plan Options | It has two plans i.e. Regular Plan & Direct Plan |
| New Fund Offer Price | ₹10 per unit |
| Minimum Application Amount | For Lumpsum: ₹500 For Monthly SIP: ₹100 |
| NFO Date | December 01, 2023-December 15, 2023 |
| Fund Managers | Mr. Ramesh Mantri Ms. Trupti Agrawal Mr. Piyush Baranwal Mr. Shariq Merchant (Overseas) |
How Will WhiteOak Capital Large & Mid Cap Fund Allocate Its Assets?
WhiteOak Capital Large & Mid Cap Fund will allocate its assets primarily in the following way:
| Instruments | Indicative Allocation(% of net assets) | Risk Profile | |
| Minimum | Maximum | Low/Medium/High | |
| Equity and Equity Related Instruments of Large & Mid Cap Companies of which: | 70% | 100% | Very High |
| Large Cap Companies | 35% | 65% | Very High |
| Mid Cap Companies | 35% | 65% | Very High |
| Equity & Equity Related Instruments other than the above ones | 0 | 30% | Very High |
| Money Market Instruments & Debt Securities | 0 | 30% | Low to Medium |
| Units issued by REITs and InvITs | 0 | 10% | Very High |
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How Will WhiteOak Capital Large & Mid Cap Fund Benchmark Its Performance?
The chosen benchmark for the scheme is the S&P BSE 250 Large MidCap TRI. This benchmark is specifically tailored to monitor the performance of 250 companies within the S&P BSE 100 and S&P BSE 150 MidCap. The index composition aligns seamlessly with the investment objective of the scheme, making it the most fitting benchmark to evaluate the scheme’s performance efficiently.
Who Can Invest in WhiteOak Capital Large & Mid Cap Fund?
Investors eligible for WhiteOak Capital Large & Mid Cap Fund include:
- 1) Resident adult individuals (singly, jointly up to three, or Anyone or Survivor).
- 2) Hindu Undivided Family (HUF) through the Karta.
- 3) Minors through parent/legal guardian (no joint holdings).
- 4) Partnership Firms and Proprietorships.
- 5) Companies, PSUs, AOP, BOI, and societies.
- 6) Banks, Financial Institutions.
- 7) Religious and Charitable Trusts, Wakfs, and private trusts (with approvals).
- 8) NRIs and OCIs (on full or non-repatriation basis, excluding specific individuals).
- 9) Foreign Portfolio Investors (FPIs) registered with SEBI.
- 10) Defense and paramilitary units.
- 11) Scientific and Industrial Research Organizations.
- 12) Multilateral Funding Agencies/Bodies Corporate.
- 13) Provident/Pension/Gratuity Funds.
- 14) Other schemes of WhiteOak Capital or any mutual fund (subject to SEBI limits).
- 15) Trustees, AMC, Sponsors, and associates.
- 16) Any other person as decided by the AMC.
FAQs
- What is the investment strategy of the WhiteOak Capital Large & Mid Cap Fund?
The fund will follow a bottom-up stock selection approach, focusing on companies with strong fundamentals, competitive advantages, and long-term growth potential. They will use a disciplined investment process using proprietary analytical frameworks.
- Who is the WhiteOak Capital Large & Mid Cap Fund suitable for?
The fund is suitable for investors seeking long-term capital growth with diversified exposure to large-cap and mid-cap Indian companies.
- What is the track record of WhiteOak Mutual Fund company?
WhiteOak Mutual Fund has a strong track record of performance across its various funds. The firm’s investment philosophy is based on fundamental research and a focus on long-term value creation.
- How can I invest in WhiteOak Capital Large & Mid Cap Fund?
You can invest in the fund through the following channels:
- WhiteOak Mutual Fund’s website
- Mutual fund distributors
- Online trading platforms
