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Fund Facts
  • Name of Fund:
    WhiteOak Capital Large & Mid Cap
  • Opening:
    1st December 2023
  • Closing:
    15th December 2023
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.

  • Benchmark:

  • BSE 250 LARGEMIDCAP

  • Fund Manager:

  • Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Shariq Merchant

Asset Allocation

70-100% Equity
upto 30% Money Market
Comparable existing schemes
Baroda BNP Paribas Large and Mid Cap Fund 19.83(6M) 29.72(1Y)
Quant Large and Mid Cap Fund 28.24(6M) 31.09(1Y)

Fund Prognosis

Idea Distiller

A simple enough fund idea and quite a large competitive field.

  • Fund House AAUM:

  • Rs. 419950.64 Lakhs (as on 30th September 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Well, not much.