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WhiteOak Capital Mutual Fund has launched WhiteOak Capital Quality Equity Fund, an open-ended equity scheme following Quality Factor theme. The NFO opens for subscription on January 08, 2025 and closes on January 22, 2025. The Entry Load is nil for the scheme. In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable - if Units are redeemed/ switched-out within 1 month from the date of allotment and No Exit Load is payable - if Units are redeemed / switched-out after 1 month from the date of allotment. The minimum subscription amount is Rs 500/- and in multiples of Re. 1/- thereafter.

The performance of the scheme will be benchmarked at BSE Quality TRI and its fund managers are Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak and Piyush Baranwal.

The investment objective of the scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth.