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WhiteOak Capital Mutual Fund has launched WhiteOak Capital Large & Mid Cap Fund, an open-ended equity scheme investing in both large and mid-cap stocks. The fund will have equal allocation to large cap and midcap stocks.
Aashish P Somaiyaa, CEO, WhiteOak Capital MF said, “Large & mid cap is a category for growth-oriented investors as it gets the best of both worlds, the stability of large caps akin to a marathon runner and the agility of mid cap akin to a sprinter.”
Ramesh Mantri, CIO, WhiteOak Capital MF said, “Large cap companies get about a quarter of their revenue from sources outside of India, providing balanced exposure to the Indian and global economy. On the other hand, mid-cap stocks provide diverse exposure to a variety of sectors – both established and emerging and being under-researched, provide opportunities for growth and alpha creation in the portfolio. The factor diversified balanced portfolio of the fund is a desirable option for investors to participate in the long-term value creation of the Indian market.”