Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital Digital Bharat
  • Opening:
    20th September 2024
  • Closing:
    4th October 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • 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 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.

  • Benchmark:

  • BSE TECk

  • Fund Manager:

  • Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak, Piyush Baranwal

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Tata Digital India Fund 25.36(6M) 43.31(1Y)
Aditya Birla Sun Life Digital India Fund 19.67(6M) 32.35(1Y)

Fund Prognosis

Idea Distiller

It is not only technology that looks good. In fact the entire digital pack i.e. the tech plus plus segment.

  • Fund House AAUM:

  • Rs 1068043.51 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The tech sector is definitely a laggard and the scope for an upswing has increased in recent times. But the competition is high too.