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WHITEOAK CAPITAL LARGE CAP FUND  

An open ended equity scheme predominantly investing in large cap stocks.

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Investment Objective

To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. 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 providing long term capital appreciation by investing predominantly in Large Cap Companies.
  • The Scheme will maintain a minimum exposure of 80% to Large Cap Stocks
  • It offers diversification across key sectors
  • Aims to invest in businesses based on stock selection
  • Strives to invest in good businesses at attractive valuations

Why LARGE CAP FUND

  • 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

  • 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

  • Forensic for Negative List of Stocks

    Helps reduce possible accidents due to poor corporate governance

  • Tactical Allocation to Mid Caps

    To capture compelling opportunities in this segment

  • Endeavor is to Focus on Stock Selection

    And create a differentiated portfolio

Asset Allocation

Scheme Category Large Cap Fund
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.1 thereafter)
Minimum Additional application Amount ₹500 (and in multiples of Re.1 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- 1% if redeemed / switched out on or before 1 month from the date of allotment, Nil thereafter
Fund Manager Mr. Ramesh Mantri (Equity), Mr. Piyush Baranwal (Debt), Ms. Trupti Agrawal (Assistant FM- Equity), Mr. Shariq Merchant (Overseas Investments)
Benchmark Index S&P BSE 100 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

Leaflet

Presentation

Scheme Information Document

Key Information Memorandum

Brochure

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.