myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Digital Bharat

Opening:

20th September 2024

Closing:

4th October 2024

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out within 1 month from the date of allotment.

Fund Stats

Objective:

The investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies.

Benchmark:

BSE TECk

Fund Manager:

Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak, Piyush Baranwal

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Tata Digital India Fund	25.36(6M)	43.31(1Y)
Aditya Birla Sun Life Digital India Fund	19.67(6M)	32.35(1Y)

Fund Prognosis

Idea Distiller

It is not only technology that looks good. In fact the entire digital pack i.e. the tech plus plus segment.

Fund House AAUM:
Rs 1068043.51 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The tech sector is definitely a laggard and the scope for an upswing has increased in recent times. But the competition is high too.

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