myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Quality Equity

Opening:

8th January 2025

Closing:

22nd January 2025

Minimum Investment:

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 objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth.

Benchmark:

BSE Quality

Fund Manager:

Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak, Piyush Baranwal

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Not Available	Not Available	Not Available
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Fund Prognosis

Idea Distiller

Capitalisation structures for equity schemes seem to be passe. Factor investing seems to be the new wave. And thereby the scheme.

Fund House AAUM:
Rs 1532580.63 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a brand new idea in the active space. Time will tell about it's efficacy but surely this is the "new way". Very ooomphy!!!

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