WHITEOAK CAPITAL MULTI ASSET ALLOCATION FUNDAn open ended scheme investing in Equity & Equity Related Instruments, Debt & Money Market Securities and Gold/Silver related instruments. |
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WHITEOAK CAPITAL BALANCED ADVANTAGE FUNDAn Open Ended Dynamic Asset Allocation Fund. |
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WHITEOAK CAPITAL LARGE CAP FUNDAn open ended equity scheme predominantly investing in large cap stocks |
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WHITEOAK CAPITAL MID CAP FUNDAn Open Ended Equity Scheme Predominantly Investing in Mid-Cap Stocks |
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WHITEOAK CAPITAL FLEXI CAP FUNDAn Open Ended Dynamic Equity Scheme Investing Across Large cap, Mid cap & Small cap Stocks. |
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WHITEOAK CAPITAL LIQUID FUNDAn Open Ended Liquid Scheme. A relatively Low Interest Rate Risk and Moderate Credit Risk. |
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WHITEOAK CAPITAL ULTRA SHORT TERM FUNDAn open ended ultra-short term debt scheme investing in debt and money market instruments such that the Macaulay duration"^" of the portfolio is between 3 - 6 months. A relatively Low Interest Rate Risk and Moderate Credit Risk. |
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WHAT IS NET ASSET VALUE (NAV) OF A SCHEME?The NAV of the scheme indicates its market value at which an investor can invest or redeem their investments. |
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WHAT ARE THE DIFFERENT TYPES OF MUTUAL FUND TO INVEST IN?An investor has an option to invest in multiple schemes of mutual fund available in the market basis one’s investment objective, risk appetite & investment horizon. |
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WHY INVEST IN A MUTUAL FUND?There are several reasons why investing in mutual funds is a healthy investment option to achieve one’s investment objective or a financial goal. |
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WhiteOak Capital Asset Management Ltd. CIN: U65990MH2017PLC294178 SEBI Registration Number: MF/074/18/02 “YES Asset Management (India) Limited” is now “WhiteOak Capital Asset Management Limited” & “YES Trustee Limited” is now “WhiteOak Capital Trustee Limited". |
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