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WHITEOAK CAPITAL TAX SAVER FUND  

An Open Ended Equity Linked Savings Schemes with a Statutory Lock in of 3 years and Tax Benefit.

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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.

Investment Style

Portfolio Strategy

  • The Scheme focuses on generating long term capital appreciation/ income from a portfolio predominantly of equity & equity related instruments
  • The aim of equity strategy is to build a portfolio of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk reward balance.
  • The ELSS (Equity Linked Savings Scheme) guidelines, as applicable, are adhered to in the management of this Scheme.
  • Aims to invest in businesses based on stock selection and to avoid focusing on macro events
  • Strives to invest in good businesses at attractive valuations

Why TAX SAVER FUND

  • Qualifies for Tax Exemption under Section 80C of Income Tax Act, 1961*

    With lock-in period of 3 years

  • Invests Across Market Caps and Styles

    To capture compelling opportunities across market capitalization

  • Large Investment Team

    Covering ~1000 Stocks with more than Rs. 1000 Crore Market Cap

  • Balanced Portfolio Construction

    Portfolio of Pro-cyclical and Counter-cyclical stocks to help reducing macro economic shocks

  • Forensic for Negative List of Stocks

    Helps reduce possible accidents due to poor corporate governance

  • Sectoral Analyst: Team within Team Structure

    Each sector is tracked by several analysts for in-depth analysis

  • Analysts’ Experience

    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.

Asset Allocation

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

This product is suitable for investors who are seeking *:

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*Investors should consult their financial advisors if in doubt whether the product is suitable for them.

Riskometer

Scheme Downloads

Scheme Information Document

Leaflet

Key Information Memorandum

Brochure

Presentation

Fund Presentation - Abridged

DISCLAIMER AND STATUTORY DETAILS

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.