Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital Quality Equity
  • Opening:
    8th January 2025
  • Closing:
    22nd January 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 1 month from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The 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.

  • Benchmark:

  • BSE Quality

  • Fund Manager:

  • Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak, Piyush Baranwal

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Not Available Not Available Not Available
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

Capitalisation structures for equity schemes seem to be passe. Factor investing seems to be the new wave. And thereby the scheme.

  • Fund House AAUM:

  • Rs 1532580.63 Lakhs(as on 31st December, 2024)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is a brand new idea in the active space. Time will tell about it's efficacy but surely this is the "new way". Very ooomphy!!!