WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
3Y Annualised
N/A
1.27% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.53%
1.27% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-20 years -2 months
9 years 1 months
9 years 7 months
Fund info
Fund size
₹54.46 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth
2nd
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
3rd
Quantum ESG Best In Class Strategy Fund Direct Growth
4th
Invesco India ESG Integration Stategy Fund Direct Growth
5th
Invesco India ESG Integration Stategy Fund Direct Payout of Income Dist cum Capital Wtdrl
Fund Managers
About WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2024-10-30. WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has ₹54.46 Cr worth of assets under management (AUM) as of Tue Jul 28 2026. The latest Net Asset Value (NAV) of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth as of Mon Jul 27 2026 is ₹10.124. The fund has an expense ratio of 2.1%, which is medium comparable to most other Equity funds.
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth returns for the last 1 year are -3.55%. Since launch, it has delivered 0.71% average annual returns.
The WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Communication Services, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth.
- ICICI Bank Ltd: 9.98%
- HDFC Bank Ltd: 7.82%
- Nestle India Ltd: 5.54%
- Bharti Airtel Ltd: 5.44%
- Mahindra & Mahindra Ltd: 4.41%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2024-10-30 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.77%
expense ratio
0.29%
fund size
₹640.01 Cr
Capital PreservationLiquid
3Y CAGR
6.87%
expense ratio
0.19%
fund size
₹640.01 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
7.01%
expense ratio
0.51%
fund size
₹534.56 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.43%
expense ratio
0.97%
fund size
₹534.56 Cr
EquityLarge-Cap
3Y CAGR
12.56%
expense ratio
1.87%
fund size
₹1210.12 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
