myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Banking & Financial Services

Opening:

16th January 2024

Closing:

30th January 2024

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 provide long-term capital appreciation by investing predominantly in equity and equity related instruments of banks & companies engaged in Financial Services Sector.

Benchmark:

NIFTY Financial Services

Fund Manager:

Trupti Agrawal, Piyush Baranwal, Ramesh Mantri, Shariq Merchant

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Taurus Banking and Financial Services Fund	9.77(6M)	23.18(1Y)
SBI Banking & Financial Services Fund	14.88(6M)	30.49(1Y)

Fund Prognosis

Idea Distiller

Financial and the allied services are seemingly a place where value exists. And coupled with rapid gdp growth, this could get bigger.

Fund House AAUM:
Rs 631079.04 Lakhs(as on 31st December 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

If you are a risk taker then sure. This sector, although the index remains flattish, could provide decent management alpha.

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 of ARN: 14th May 2025 to 23rd May 2028