Description

WhiteOak Capital Mutual Fund launches Consumption Opportunities Fund NFO from January 20 to February 03, 2026, with SIP facility on BSE StAR MF Platform.

Summary

WhiteOak Capital Mutual Fund is launching the WhiteOak Capital - Consumption Opportunities Fund as a New Fund Offering (NFO) with SIP facility on the BSE StAR MF Platform. The NFO will be available from January 20, 2026, to February 03, 2026, with both Regular and Direct plan options under the Equity category. The tentative allotment date is February 10, 2026.

Key Points

  • NFO period: January 20, 2026 to February 03, 2026
  • Two plan options available: Regular Plan - Growth (ISIN: INF03VN01AE1) and Direct Plan - Growth (ISIN: INF03VN01AD3)
  • Scheme category: Equity
  • Tentative allotment date: February 10, 2026
  • Extended trading hours available only for lumpsum purchases till midnight on February 03, 2026
  • SIP/XSIP registrations must be authenticated by clients before 3:00 PM on NFO closure date
  • Switches accepted during NFO period subject to fund receipt before allotment date

Regulatory Changes

No regulatory changes. This is a standard NFO launch announcement.

Compliance Requirements

  • Members must ensure transactions for which clients have not initiated funds till 9:00 AM on T+1 day (including extended period transactions) will be cancelled and reported with CC and N flag to RTA/AMC
  • Transactions with initiated payments remain pending till 3:00 PM on last day of funds payout to AMC or T+5, whichever is earlier
  • Clear funds must be available in ICCL Account by 6:00 PM on February 09, 2026 for allotment
  • Cheques and OTM payments acceptable during NFO period subject to receipt of clear funds in ICCL account by 6:00 PM on February 09, 2026
  • For switches, funds must be received before NFO allotment date; funds received on or after allotment date will not be considered

Important Dates

  • NFO Start Date: January 20, 2026
  • NFO Closure Date: February 03, 2026 (3:00 PM for regular transactions; midnight for lumpsum purchases)
  • SIP/XSIP Authentication Deadline: 3:00 PM on February 03, 2026
  • Clear Funds Deadline: 6:00 PM on February 09, 2026
  • Tentative Allotment Date: February 10, 2026

Impact Assessment

This is a routine NFO launch with limited market impact. It provides investors with a new equity mutual fund option focused on consumption opportunities. The impact is restricted to BSE StAR MF platform members and investors interested in this specific fund category. Standard operational procedures apply for transaction processing, fund settlement, and allotment.

Impact Justification

Routine NFO launch announcement for a new mutual fund scheme with standard operational procedures for BSE StAR MF platform members