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WhiteOak Capital Mutual Fund launches WhiteOak Capital Special Opportunities Fund

NFO period: 15th May ? 29th May, 2024

Highlights of the NFO:

  • Scheme type ? An open ended equity scheme following special situations theme

  • Investment objective ? The primary objective of the scheme is to generate long-term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring (including mergers & acquisitions etc.), government policy and/or regulatory changes, technology led disruption and innovation, new trends, new & emerging sectors, companies/sectors going through temporary unique challenges and other similar instances. However, there can be no assurance that the investment objective of the scheme will be realized.

  • Product suitability ? The product is suitable for investors who are seeking long term capital appreciation by investing predominantly in equity & equity related instruments of special situations theme.

  • 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. Dheeresh Pathak(Equity), Ms. Trupti Agrawal(Assistant Fund Manager- Equity) and Mr. Piyush Baranwal(Debt Securities)

  • Benchmark ? S&P BSE 500 Total Return Index (TRI)

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