Edelweiss Focused Equity Fund

Edelweiss Focused Equity Fund

Edelweiss Focused Equity Fund is an open-ended equity fund that will invest your money in a maximum of 30 stocks across market capitalisation. It’s a multi-cap portfolio that will follow a benchmark and sector-agnostic approach. This fund will allow you to invest in 3 timeless opportunities – 1) Brands 2) Market share gainers and 3) Innovators.

NFO Dates

New Fund Offer Opens On: July 12, 2022

New Fund Offer Closes On: July 25, 2022

Minimum application amount: during NFO period purchase 5000

Exit Load: 1% upto 365 days. NIL after completion of 365 days

Type of the Scheme

An open-ended equity scheme investing in maximum 30 stocks across market capitalization

Investment objective

The investment objective of the fund is to generate long term capital appreciation by investing in equity and equity related instruments of upto 30 companies across market capitalisation. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

 

Investment strategy

A focus portfolio of 25 to 30 stocks with strong business models

Benchmark and sector agnostic approach

Multi-cap portfolio.

Investing Ideology

 

Brands: Buy Established & Emerging brands across B2B and B2C segments

Market share gainers: Buy market-share leaders and emergingmarket-share gainers

Innovators: Buy Innovators, Adaptors and Enablers of change in business dynamics

 

How are Focused Equity Funds different from Flexi Cap Funds?

Focused Equity Funds invest in high conviction and more concentrated strategies as compared to Flexi Cap Funds. Focused Equity Funds invest in up to 30 companies of all market cap sizes, whereas in Flexi Cap Funds, there is no such restriction. In Focused Equity Funds, the returns may be more rewarding than the Flexi Cap Funds since the former follows a concentrated investing approach but at the same time they can be more volatile.

 

This product is suitable for investors who are seeking*

Long term capital appreciation

To generate income by investing in equity and equity related instruments and derivative  segment of up to 30 companies.

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

#MF
#nfo
#EdelweissFocusedEquityFundnfo

 

WhiteOak Capital Flexi Cap Fund

 

WhiteOak Capital Flexi Cap Fund

NFO Dates

• New Fund Offer Opens On: July 12, 2022
• New Fund Offer Closes On: July 26, 2022
• Minimum application amount: during NFO period purchase 500

Type of the Scheme

• An Open Ended Dynamic Equity Scheme Investing
• Across Large Cap, Mid Cap & Small Cap Stocks

Investment Objective

To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization.

Benefits of Whiteoak capital flexi cap Fund

• Exposure to entire market spectrum
• Right mix of Large, Mid & Small Cap can help to achieve a balance between Rewards (Returns) & Risk (Volatility)
• Portfolio Diversification
• Balanced Portfolio Construction

Features of Whiteoak capital flexi cap Fund

• No Market Cap Bias - Investment in companies spanning entre market capitalization without any
• restrictions on market caps.
• Power of Diversification - with No sector & Style bias, Scheme can achieve portfolio goal of diversification & risk mitigation from concentrated bets
• Sectoral balance - Aims to build an attractive portfolio, representing a cross section of companies diversified across major industries, economic sectors and market capitalizations offering an acceptable risk reward balance.

Where does Whiteoak capital flexi cap Fund invest?

 

WhiteOak Capital Flexi Cap Fund is Investing Across Large Cap, Mid Cap & Small Cap Stocks with an aim to offer its investors benefits of all three market capitalizations (i.e large cap, mid cap and small cap) without any market cap bias. There is no predetermined allocation towards any of the market capitalizations or sectors or any of the investment styles. Fund Manager has a flexibility to decide the actual portfolio exposure towards companies based on the fundamentals of businesses and their long term growth potential.

This product is suitable for investors who are seeking*

• Long term capital appreciation
• Investment in a diversified portfolio of equity and
• equity-related securities of companies across the
• spectrum of various market capitalization.

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.

#MF
#nfo
#WhiteOakCapitalFlexiCapnfo