myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Large & Mid Cap

Opening:

1st December 2023

Closing:

15th December 2023

Minimum Investment:

Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment

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

upto 30% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

Well, not much.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028