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.

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