Knowledge Center



There are several reasons why investing in mutual funds is a healthy investment option to achieve one’s investment objective or a financial goal. Some of the benefits are stated a below:


Professionally Managed: The money pooled from investors into a fund is managed by professionals, who have the relevant expertise, experience & resources to actively monitor, research and invest in the underlying securities of the fund in order to achieve the stated objective of the scheme. This helps an investor to save on time and stress of constantly monitoring his/her investments and instead rely on fund managers to manage their portfolio.


Diversified Portfolio: Mutual fund enables investors to invest and hold a wide variety of securities across companies, industries, sectors & asset class at a much lower cost than one could on their own. Through such diversification, mutual fund facilitates lowering the risk during such changing market environment.


 Affordable Investment avenue: Mutual funds enable even small investors to take advantage of professional asset management and diversification with a small investment. Mutual funds allow investors to invest with as low as Rs. 100/- in some schemes, thus availing them to generate wealth through a disciplined investment practice.


Liquidity: Unless an investor invests in an ELSS that is subject to lock in period, it is relatively easier to buy and exit a mutual fund scheme subject to applicability of exit load if any. An investor has an option of redeeming all or a part of their investment at any given time to get the current value of the stocks held.


Ease of Investment: As the investor investment journey has completely transformed into digital, the onboarding, KYC & the final investment experience has been quite simple & faster compared to conventional style of investing. Also, since AMCs have reduced the minimum subscription amount to their schemes leading to participation from retail investors across geography.


Transparency: Since, the operation of the AMC is reviewed by Trustees and regulated by SEBI on a periodical basis, there is lot of regulatory disclosures with respect to Portfolio disclosures, Performance, Account statements, Product literatures etc. that gets uploaded on AMC websites & also shared via different mediums to the investor. Mutual Funds have grown more transparent in its nature and operations thus building investor confidence.


What is Net Asset Value (NAV) of a Scheme?

Posted 28 Jul 2020

What is Purchase Price/ Sale Price?

Posted 28 Jul 2020


Posted 2 Sep 2020





The section Knowledge Centre on this website is a platform for WhiteOak Capital Mutual Fund to spread awareness and educate investors about various Mutual Fund products. It should not be construed as an offer to sell nor is a solicitation of an offer to buy units of any of the schemes of WhiteOak Capital Mutual Fund. Figures indicated here are for illustrative purpose only and does not correspond to any live or historical data. 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.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.