Ultimate Wealth

WhiteOak Capital Mutual Fund launches WhiteOak Capital ESG Best In Class Strategy Fund

Oct 11, 2024 01:23:32 PM, by News Team

NFO period: 11^th October - 25^th October, 2024

Highlights of the NFO:

Scheme type - An open ended equity scheme following consumption theme.

Investment objective - The investment objective of the scheme is to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved.

Product suitability - This product is suitable for investors who are seeking long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of companies following Environment, Social and Governance (ESG) adopting Best-In-Class Strategy.

Minimum Application Amount - Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan/ Options available - Direct Plan and Regular Plan having Growth Option.

Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak and Mr. Piyush Baranwal

Benchmark - Nifty 100 ESG TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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