WhiteOak Capital Mutual Fund launches WhiteOak Capital Tax Saver Fund
16 Aug,   2022 By: Eastern Fin Research Team #Mutual Fund

NFO period: 16th August - 23rd September, 2022

Highlights of the NFO:

  • Scheme type - An open ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit

  • Investment objective - To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

  • Product suitability - The product is suitable for investors who are seeking long term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. Tax Benefits with a lock-in of 3-years.

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

  • Plan/ Options available - Regular Plan and Direct Plan having Growth option and Payout of Income Distribution cum capital withdrawal option (IDCW Payout option).

  • Fund Managers - Mr. Ramesh Mantri, Mr. Piyush Baranwal and Ms. Trupti Agrawal

  • Benchmark - S&P BSE 500 TRI

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

Realted Blogs
29 Apr,  2025 #Mutual Funds
03 Apr,  2025 #Mutual Funds
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