Live Now: White Oak Capital Flexi Cap Fund NFO3 min read

July 21, 2022
White Oak


Live Now: White Oak Capital Flexi Cap Fund NFO3 min read

WhiteOak Capital is all set to help investors flex their investing muscles by launching FlexiCap Fund NFO is open for investments.

What is FlexiCap Fund?

The term Flexi-cap fund dropped in India on November 6, 2020, when SEBI released a circular introducing it as a new category under equity schemes.

Flexi-cap funds have the liberty to invest across any of the 3 categories – small-cap, mid-cap and large-cap without any limits, as long as at least 65% of the fund consists of equity and equity-related instruments. Flexi, indeed!

Investors get to diversify across companies of various market caps whilst reducing volatility and curbing risk.

 White Oak Capital Flexi Cap Fund is an Open-Ended Dynamic Equity Scheme Investing Across Large Cap, Mid Cap & Small Cap Stocks with an aim to offer its investors benefits of all three market capitalizations (i.e large-cap, mid-cap and small-cap) without any market cap bias.

There is no predetermined allocation towards any of the market capitalizations or sectors or any of the investment styles. Fund Manager has the flexibility to decide the actual portfolio exposure towards companies based on the fundamentals of businesses and their long-term growth potential. The scheme aims to construct a portfolio which may help to unlock growth opportunities for investors.

FlexiCap Fund

Let’s look at some benefits of investing in flexicap fund

  1. Diversification

is always on the mind of every investor and when it comes to equity markets one always thinks of investing across market caps.

Flexicap fund offers you exactly the same, it invests your corpus across small, mid and large-cap stocks to give you appropriate diversification.

  1. Risk Mitigation

When the investments are concentrated in one sector or single market cap like Small Cap, the market downturn can completely wash off a portfolio.

Flexicap fund, which has exposure across market caps, helps mitigate risk associated with market downturns.

  1. Market Cycles

Markets are full of ups and downs like a roller coaster ride but as investors, we should secure our investments during volatile times.

A flexicap fund by nature is designed to sail through these tough times by rebalancing asset classes and investing across market caps.

  1. Dynamic

Change is the only constant, especially in today’s fast-moving world. Relevance is changing by the day, what was growing five years ago is stagnant today.

In such a scenario, a dynamic way of investment is all we need. A fund that adapts and changes to the evolving markets and businesses.

A Flexi-cap fund invests across small, mid and large-cap stocks by thoroughly researching the opportunities and are regularly monitored and rebalanced.

NFO details

Event Date
White Oak Capital FlexiCap Fund NFO Opens July 12
White Oak Capital FlexiCap Fund NFO Closes July 26
White Oak Capital FlexiCap Fund Allotment Date August 02

Steps for applying for the NFO

  • Log in to your distributor’s app/website
  • Complete your KYC
  • Select White Oak Capital FlexiCap NFO
  • Enter Amount you wish to invest
  • Pay via UPI/net banking

Disclaimer – Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Paytm Money Ltd SEBI Reg. No. INA100009859, Regd. Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi – 110019. The MF/NFO offering is non Exchange traded products and Paytm Money Ltd (PML) is acting as an agent for distributing the same. Please note all disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism. This information is purely based on publicly available data and in no way to be considered as advice or recommendation.