WhiteOak Capital Mutual Fund launches WhiteOak Capital Balanced Advantage Fund
20 Jan,   2023 By: Eastern Fin Research Team #Mutual Fund

NFO period: 20th January - 03rd February, 2023

Highlights of the NFO:

  • Scheme type - An open ended dynamic asset allocation fund

  • Investment objective - To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the scheme will be realized.

  • Product suitability - The product is suitable for investors who are seeking Capital Appreciation & Income Generation over Medium to Long term by investing in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.

  • Minimum Application Amount - First investment is Rs. 500/- and in multiple of Rs. 1/- thereafter

  • Plan/ Options available - Regular Plan and Direct Plan having Growth Option only.

  • Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agrawal (Assistant Fund Manager) and Mr. Piyush Baranwal

  • Benchmark - CRISIL Hybrid 50+50 - Moderate Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

Realted Blogs
info
Wealth Management Services
Sit back and relax, while we take care of all your financial needs.
Lets Start a Conversation
Have you checked our latest Monthly Digest?
Explore More
Did You Know?
Eastern Financiers, one of the first investment and financial consultant in Eastern India have grown to become one of the largest investment consultants in the country.
Learn More About Us