WhiteOak Capital Mutual Fund NFO opens today. Last date, other details you MUST know
3 weeks, 3 days ago

WhiteOak Capital Mutual Fund NFO opens today. Last date, other details you MUST know

Live Mint  

WhiteOak Capital Mutual Fund has introduced a new fund offer for the WhiteOak Capital Equity Savings Fund, an open-ended scheme that invests in equities, arbitrage opportunities, and debt instruments. Other details Equity Savings Funds are relatively less volatile as compared to pure equity schemes as they invest only a portion of their portfolio in Unhedged Equity and usually, stable asset classes like Debt and Arbitrage put together consists large part of the portfolio. Since Equity Savings Funds are treated as equity-oriented funds for taxation purpose as per the Income Tax Act, investors who fall in higher tax brackets but seek tax-efficient returns may benefit from these funds. According to WhiteOak Capital's internal research, over the last 5, 10, and 15 years, the Benchmark Nifty Equity Savings Index has generated CAGR of 9.9%, 8.6%, and 9.1% respectively.

Savings Capital Nfo Equity Funds  details  arbitrage  date  opens  savings  know  debt  mutual  nfo  today  equity  funds  fund  investors  capital  whiteoak  returns

History of this topic

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January
2 months ago

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January

Live Mint  

Whiteoak Capital Large & Mid Cap Fund Direct Growth performance review analysis for January: Whiteoak Capital Large & Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Large & Mid-Cap. This detailed review of WhiteOak Capital Large & Mid Cap Fund evaluates its recent performance, comparing …

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January
2 months, 1 week ago

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January

Live Mint  

Whiteoak Capital Large & Mid Cap Fund Direct Growth performance review analysis for January: Whiteoak Capital Large & Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Large & Mid-Cap. This detailed review of WhiteOak Capital Large & Mid Cap Fund evaluates its recent performance, comparing …

WhiteOak Capital Mid Cap Fund performance review analysis for January
2 months, 1 week ago

WhiteOak Capital Mid Cap Fund performance review analysis for January

Live Mint  

WhiteOak Capital Mid Cap Fund Direct Growth performance review analysis for January: WhiteOak Capital Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Mid-Cap. This detailed review of WhiteOak Capital Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

WhiteOak Capital Banking & Financial Services Fund performance review analysis for December
3 months, 1 week ago

WhiteOak Capital Banking & Financial Services Fund performance review analysis for December

Live Mint  

WhiteOak Capital Banking & Financial Services Fund Direct Growth performance review analysis for December: WhiteOak Capital Banking & Financial Services Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Sector - Financial Services. WhiteOak Capital Banking & Financial Services Fund boasts an impressive AUM of ₹282.29 crore. Performance …

WhiteOak Capital Balanced Hybrid Fund performance review analysis for December
3 months, 1 week ago

WhiteOak Capital Balanced Hybrid Fund performance review analysis for December

Live Mint  

WhiteOak Capital Balanced Hybrid Fund Direct Growth performance review analysis for December: WhiteOak Capital Balanced Hybrid Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Balanced Allocation. WhiteOak Capital Balanced Hybrid Fund boasts an impressive AUM of ₹146.85 crore. Performance Analysis: Over the past week, WhiteOak Capital Balanced …

Mutual fund investment: 4 new developments that MF investors must know
1 year, 2 months ago

Mutual fund investment: 4 new developments that MF investors must know

Live Mint  

Investing in mutual funds has become increasingly popular over the years. From Parag Parikh Mutual Fund to Motilal Oswal Mutual Fund to WhiteOak Capital Mutual Fund filing draft documents for new funds to new fund offerings. Let's take a look at the top developments in one week that MF investors must know according to a weekly report by SMC Global …

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund
1 year, 3 months ago

NFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund

Live Mint  

WhiteOak Mutual Fund announced the launch of the WhiteOak Capital Large & Mid Cap Fund, an open-ended equity scheme investing in both large-cap and mid-cap stocks. The factor diversified balanced portfolio of WhiteOak Capital Large & Midcap Fund is a desirable option for investors to participate in the long-term value creation of the Indian market.” How may one invest in …

WhiteOak Capital Mutual Fund Launches New Balanced Hybrid Fund. Details here
1 year, 5 months ago

WhiteOak Capital Mutual Fund Launches New Balanced Hybrid Fund. Details here

Live Mint  

Mumbai: WhiteOak Capital Mutual Fund today announced the launch of their new fund offer - ‘WhiteOak Capital Balanced Hybrid Fund’. WhiteOak Capital Balanced Hybrid Fund is a simple yet effective way to participate in both Equity and Debt asset classes, wherein equity provides higher wealth creation opportunities in the long term and debt provides stability to the portfolio. This scheme …

WhiteOak Capital kicks off NFO season with flexi cap fund
2 years, 8 months ago

WhiteOak Capital kicks off NFO season with flexi cap fund

Live Mint  

WhiteOak Capital Mutual Fund has announced the launch of its first equity new fund offer, the WhiteOak Capital Flexi Cap Fund. Fund strategy As a flexi cap fund, the WhiteOak Capital fund will invest 65% or more of its net assets in equity—large, mid and small stocks. According to the AMC, the fund will focus on building a well-balanced portfolio …

WhiteOak Capital Mutual Fund files for bluechip fund
3 years ago

WhiteOak Capital Mutual Fund files for bluechip fund

Live Mint  

WhiteOak Capital Mutual Fund has filed a scheme information document with market regulator Securities Exchange Board of India for a large-cap fund, WhiteOak Capital Bluechip Fund, an open-ended equity that predominantly invests in large-cap stocks. As per the Sebi's mandate for large-cap funds, 80% of the total assets of the scheme shall be invested in the large-cap stocks. The SID …

WhiteOak Capital MF files for its first scheme
3 years, 1 month ago

WhiteOak Capital MF files for its first scheme

Live Mint  

WhiteOak Capital Asset Management Ltd Ltd) has applied for WhiteOak Capital Global Emerging Market Fund with the market regulator Securities and Exchange Board of India. This would be the first scheme that WhiteOak Capital MF has applied for after it changed the name from YES Mutual Fund in January 2022. WhiteOak Capital Global Emerging Market Fund is an open-ended equity …

Discover Related