WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
- Equity - ESG
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹54.46 Cr
Expense Ratio
2.10%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
30 Oct 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.63% | -- |
| 3 Months | +7.18% | -- |
| 6 Months | +1.72% | -- |
| 1 Year | -0.32% | -0.32% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +3.44% | +1.91% |
Holdings as on 17 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 5.44 | 9.98 |
| HDFC Bank | 4.26 | 7.82 |
| Nestle India | 3.02 | 5.54 |
| Clearing Corporation Of India Ltd | 2.99 | 5.48 |
| Bharti Airtel | 2.97 | 5.44 |
| Mahindra & Mahindra Ltd | 2.40 | 4.41 |
| Kotak Mahindra Bank | 2.01 | 3.69 |
| Titan Company | 1.66 | 3.04 |
| Eternal | 1.53 | 2.81 |
| Bharat Electronics | 1.44 | 2.63 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant ESG Integration Strategy Fund Regular Growth | +24.99% | +16.6% | +18.38% |
| Invesco India ESG Integration Stategy Fund Regular Growth | +1.28% | +10.04% | +7.67% |
| Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth | -0.55% | +9.82% | +7.75% |
| Quantum ESG Best In Class Strategy Fund Regular Growth | +0.04% | +9.09% | +7.65% |
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth | -0.32% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy.
The WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has an AUM of 54.46 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.10%. The minimum investment in WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Nestle India, Clearing Corporation Of India Ltd.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Food Processing, Chemical Manufacturing.
Some of the similar funds are Quant ESG Integration Strategy Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth, Quantum ESG Best In Class Strategy Fund Regular Growth, WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth. WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has a Medium risk & Low return.
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Ashish Agrawal.
The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is 2.10%.
The 5 year annualized return on WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is 0.00% & it has generated -0.32% in the last 1 year.
The minimum investment in WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is 500 Rs.
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has an AUM of 54.46 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.