NFO Alert: WhiteOak Capital Mutual Fund Launches Equity Savings Fund

WhiteOak Capital Mutual Fund has introduced the WhiteOak Capital Equity Savings Fund, an open-ended hybrid scheme. The New Fund Offer (NFO) opens on February 25, 2025, and closes on March 5, 2025. This fund aims to balance capital appreciation and stability by investing across equity, arbitrage, and debt instruments.

Investment Objective and Strategy

The scheme follows a three-part allocation strategy:

1. Equity & Equity-related Instruments (65-90%) – This includes both hedged (arbitrage) and unhedged (net long equity) positions.
2. Debt & Money Market Instruments (10-35%) – Aimed at providing liquidity and stability.
3. Exchange-Traded Commodity Derivatives & REITs/InvITs (up to 10%) – To add diversification.

The fund manager, Ramesh Mantri, will oversee the investment decisions, with a focus on managing market volatility through arbitrage strategies.

Fund Details

Performance Benchmark

The scheme will be benchmarked against the NIFTY Equity Savings TRI, which tracks portfolios exposed to a mix of equity, arbitrage, and debt instruments.

Liquidity and Exit Load

Units can be bought and sold on any business day at NAV-based prices. There is no lock-in period, but an exit load of 0.25% applies if redeemed within 7 days of investment.

The scheme will invest across market capitalisation and sectors, using arbitrage to manage risk. Investors should assess their risk appetite before investing, as the fund falls under the moderately high-risk category.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.