WhiteOak Capital Equity Savings Fund NFO

Equity Savings Funds (ESF) are essentially open-ended hybrid funds that invest in equity, arbitrage, debt and other permissible asset class such as REITs/InvITs etc.
Being a unique category of scheme, ESFs are less volatile compared to pure equity schemes and more tax-efficient than pure debt schemes.
As per SEBI Mutual Fund Regulations, an Equity Savings Fund must have a minimum of 65% (of total assets) invested in equity and equity-related instruments (including arbitrage or hedged positions) and a minimum of 10% (of total assets) invested in debt.

Mutual Fund	WhiteOak Capital Mutual Fund
Scheme Name	WhiteOak Capital Equity Savings Fund
Objective of Scheme	The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments
Scheme Type	Open Ended
Scheme Category	Hybrid Scheme – Equity Savings
New Fund Launch Date	25-Feb-2025
New Fund Earliest Closure Date	05-Mar-2025
New Fund Offer Closure Date	05-Mar-2025
Indicate Load Seperately	Entry Load: Nil Exit Load: •In respect of each purchase / switch-in of Units, an Exit Load of 0.25% is payable if Units are redeemed/ switched-out within 7 days from the date of allotment. •No Exit Load is payable if Units are redeemed / switched-out after 7 days from the date of allotment •In respect of Systematic Transactions such as SIP, Flex SIP, STP and Flex STP, Exit Load, if any, prevailing on the date of registration / enrolment shall be levied.
Minimum Subscription Amount	Rs. 500/- and in multiples of Re. 1/- thereafter
For Further Details Please Visit Website	https://mf.whiteoakamc.com/