WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Hybrid Fund

NFO period: 05^th October ? 19^th October, 2023

Highlights of the NFO:

• Scheme type ? An open ended balanced scheme investing in Equity and Debt instruments


• Investment objective ? The investment objective of the scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. There is no assurance that the investment objective of the scheme will be realized.


• Product suitability ? The product is suitable for investors who are seeking Capital Appreciation and Income Generation over medium and long term by investing in equity & equity related instruments and debt & money market securities.


• Minimum Application Amount ? First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available ? Regular Plan and Direct Plan having Growth Option only.


• Fund Managers ? Mr. Ramesh Mantri (Equity Securities), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Piyush Baranwal (Debt Securities) and Mr. Shariq Merchant (Overseas Investments)


• Benchmark ? CRISIL Hybrid 50+50 Moderate Index