WHITEOAK CAPITAL MF ANNOUNCES CHANGE IN BENCHMARK INDEX UNDER ITS SCHEMES

Published on May 30, 2024 12:19

WhiteOak Capital Mutual Fund has announced change the benchmark index for the following schemes, with effect from 01 June 2024. Accordingly, the revised benchmark index will be:

Changes in the Schemes Benchmark Index:

Scheme Name	Existing Tier 1 Benchmark	Revised Tier 1 benchmark
WhiteOak Capital Flexi Cap Fund & WhiteOak Capital ELSS Tax Saver Fund	S&P BSE 500 TRI	BSE 500 TRI
WhiteOak Capital Mid Cap Fund	S&P BSE Midcap 150 TRI	BSE Midcap 150 TRI
WhiteOak Capital Large Cap Fund	S&P BSE 100 TRI	BSE 100 TRI
WhiteOak Capital Multi Asset Allocation Fund	S&P BSE 500 TRI (40%) + CRISIL Composite Bond Index (40%) Domestic prices of Gold (10%) + Domestic prices of Silver (10%)	BSE 500 TRI (40%) + CRISIL Composite Bond Index (40%) Domestic prices of Gold (10%) + Domestic prices of Silver (10%)
WhiteOak Capital Large & Mid Cap Fund	S&P BSE 250 Large MidCap TRI	BSE 250 Large MidCap TRI
WhiteOak Capital Pharma and Healthcare Fund	S&P BSE Healthcare TRI	BSE Healthcare TRI