Mutual Fund investment are subject to market risk, read offer documents

Spotting potential leader is Art, Bringing them together is a science.

WhiteOak Mid Cap Fund

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Largest Tyre company -  is midcap

Why Mid Cap

Largest Industrial Bearing co -  is midcap

Largest Apparel Co-  is midcap

Largest Hotel Chain Co -   is midcap

Largest QSR Chain company -  is midcap

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Performance

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Large Cap Stock

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Large-Cap space many analysts cover the same stocks, which reduces the potential alpha generation

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Performance

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Mid Cap Stock

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Space provides lots of alpha generation possibilities but with higher potential risks as well

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Performance

Why Invest

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Focus on Stock Selection

Philosophy

Outsized returns can be earned over time by investing in Great Businesses at Attractive Valuations

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Performance

Why Invest

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Attributes of Great Business

Great Business

Superior returns on incremental capital

Strong execution & governance

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Performance

Why Invest

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Current price at a substantial discount to intrinsic value

Valuation

Value excess returns on capital vs capital employed

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Performance

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Historical Rolling Returns over 10 years

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Minimum Returns  - 7.3%

Maximum returns - 23.3%

Average return - 14.6%

First Observation 1 July 2015

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Performance

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Product suitable for

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Investment in a diversified portfolio of equity securities of companies primarily selected from the mid-cap segment of the Indian markets

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NFO Details

Open Date

Close Date

Min Investment

16 Aug 22

30 Aug 22

5,000

WhiteOak Capital Mid Cap Fund

 open ended equity scheme predominantly investing in mid-cap stocks

1%

Before  1 Month