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.
With lock-in period of 3 years
To capture compelling opportunities across market capitalization
Covering ~1000 Stocks with more than Rs. 1000 Crore Market Cap
Portfolio of Pro-cyclical and Counter-cyclical stocks to help reducing macro economic shocks
Helps reduce possible accidents due to poor corporate governance
Each sector is tracked by several analysts for in-depth analysis
Many analysts in team are tracking the same sector for more than a decade
*Applicable to investors opting for old tax regime. Taxation as per prevailing tax laws. The taxpayer opting for concessional rates in the New Tax Regime will not be allowed certain Exemptions and Deductions (like 80C, 80D,80TTB, HRA) available in the Old Tax Regime. Investors are requested to consult tax/financial advisor before making investments in mutual funds.
|Scheme Category||Equity Linked Savings Scheme (ELSS)|
|Plans Available||Regular Plan & Direct Plan|
|Options||Growth & Income Distribution cum Capital Withdrawal (IDCW)- (Payout Only)|
|Minimum Application Amount||₹500 (and in multiples of Re.500 thereafter)|
|Minimum Additional application Amount||₹500 (and in multiples of Re.500 thereafter)|
|Minimum Redemption Amount||₹500/- and in multiples of Re 0.01/- or account balance, whichever is lower|
|Load Structure||Entry Load- Not applicable
Exit Load- Nil, subject to Lock-in period of 3 years
|Fund Manager||Mr. Ramesh Mantri (Equity), Mr. Piyush Baranwal (Debt)|
|Benchmark Index||S&P BSE 500 TRI|
*Investors should consult their financial advisors if in doubt whether the product is suitable for them.
The information herein above is meant only for general reading purposes and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Before making any investments, the readers are advised to seek independent professional advice, verify the contents in order to arrive at an informed investment decision. None of the Sponsor, the Investment Manager, the Trustee, their respective directors, employees, affiliates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.
Statutory Details: WhiteOak Capital Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by YES Bank Ltd. (liability restricted to Rs. 1 Lakh). Trustee: WhiteOak Capital Trustee Limited Investment Manager: WhiteOak Capital Asset Management Limited
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
For scheme related documents, kindly click here.