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WHITEOAK CAPITAL MID CAP FUND  

An Open Ended Equity Scheme Predominantly Investing in Mid-Cap Stocks.

Investment Objective

The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid- 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 generating long term capital appreciation by investing predominantly in Mid Cap Companies.
  • It Follows a predominantly Mid Cap Strategy with a minimum exposure of 65% to Mid-Cap Stocks
  • 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 MID 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 Small Caps - To capture compelling opportunities in this segment
  • Small Allocation to Large Caps for Liquidity

Asset Allocation

Scheme Category Mid Cap Fund
Plans Available Regular Plan & Direct Plan
Options Growth Option & Income Distribution cum Capital Withdrawal (IDCW) Option - (Payout / Reinvestment sub-option)
  Subscription through SIP & STP route
Minimum SIP Amount Weekly SIP: ₹500 (plus in multiple of Re. 1)
Minimum installments: 6
Fortnightly SIP: ₹500 (plus in multiple of Re. 1)
Minimum installments: 6
Monthly SIP: ₹500 (plus in multiple of Re. 1)
Minimum installments: 6
Quarterly SIP: ₹1,500 (plus in multiple of Re. 1)
Minimum installments: 4
Minimum Redemption Amount ₹500 (and in multiples of Re.1 thereafter)
Load Structure Entry Load- Not applicable
Exit Load- 1.00% (of applicable NAV) if Units are redeemed/ switched-out within 1 month from the date of allotment., Nil thereafter
Fund Manager

Mr. Ramesh Mantri (Equity ), Mr. Piyush Baranwal (Debt), Ms. Trupti Agrawal (Assistant Fund Manager), Mr. Shariq Merchant (Overseas Investments) (w.e.f. September 07, 2022)

Benchmark Index S&P BSE Midcap 150 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

Why SIP & STP in Mid Cap Fund

Fund Presentation - Abridged

Fund Presentation - Detailed

Scheme Information Document

Leaflet

Brochure

kim cum Application Form

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.