I see us as an investor and channel partner focused AMC, which believes that the products we make will be good for investors and hence we must strive to make yourself present wherever #investors want to access us
Distributors believe there is merit in moving from existing underperforming flexi cap funds to this NFO given the strong credentials of the fund management team.
Economic Times
Article
07July2022
WhiteOak’s equity NFO will have a balanced portfolio comprising both cyclical and counter-cyclical sectors while aiming to outperform across various market cycles.
Business today
Article
07July2022
The focus is on identifying good businesses at right pricing and not get influenced by macro-economic variables
The fund will focus on building a well-balanced portfolio that can perform across market cycles with no bias towards any specific market cap, investment style or sector
Ayush Abhijeet shares his outlook on how investing using ESG principles allows you to seek good returns and make a positive environmental and social impact.
Globally, there is a shift towards having a balanced portfolio of both active and passive funds which takes into account the risk profile of the investor
Equity makes up 50% of Aashish Somaiyaa's portfolio, half of which is in small and mid-caps. Plans to invest in global emerging markets (GEMs) which WhiteOak will launch later this year.