Investment Objective
The investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. There is no assurance that the investment objective of the Scheme will be achieved.
| Fund Overview | |
|---|---|
| Exit Load | 1.00% if Units Are Redeemed/ Switched-out Within 1 Month |
| Min. SIP Amount | ₹ 100 |
| Min. LumpSum Amount | ₹ 500 |
| Launch Date | 20th Sep 2024 |
| End Date | 4th Oct 2024 |
| Allotment Date | 11th Oct 2024 |
| NAV | ₹ 10.00 |
| Stamp Duty | 0.005% |
| Lock in | Nil |
| Scheme Benchmark | BSE Tech TRI |
| Risk | Very High |
| Scheme Category | Equity, Sectoral / Thematic |
| Fund Manager | Ramesh Mantri |
| AMCs Details | |
|---|---|
| AMC Name | WhiteOak Capital Mutual Fund |
| RTA | Computer Age Management Services Ltd. |
| Total AUM | ₹ 13,520.85 Cr |
| Total Scheme | 16 |
How to apply for this NFO?
To apply for this New Fund Offer (NFO), download the Dhan App today!
About WhiteOak Capital Mutual Fund.
WhiteOak Capital Asset Management Limited, part of the WhiteOak Capital Group founded by Mr. Prashant Khemka in June 2017, has rapidly gained recognition for its strong investment culture and high performance. Formerly known as Yes Mutual Fund, WhiteOak Mutual Fund has been successful in attracting substantial foreign portfolio investments to India, leveraging a data-driven approach to equity investments.
With a global research team and seasoned professionals, WhiteOak Mutual Fund operates from its headquarters in Mumbai, with a presence in over 50 Indian cities. It offers a diverse range of equity, hybrid, and debt funds, focusing on a bottom-up stock selection methodology to create well-balanced portfolios.
As of March 31, 2024, WhiteOak Capital Mutual Fund manages assets worth ₹9,546.81 crore, driven by its unique analytical strategies and a strong emphasis on performance and execution in the asset management industry.
Happy Investing,
Saurav Parui