WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
3Y Annualised
N/A
0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.15%
0.02% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-30 years -2 months
8 years 11 months
9 years 7 months
Fund info
Fund size
₹53.83 Cr
Min. SIP amount
₹1000
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
Quant ESG Integration Strategy Fund Direct Growth
2nd
Quant ESG Integration Strategy Fund Direct Payout of Income Distribution cum capital withdrawal opt
3rd
Quant ESG Integration Strategy Fund Direct Reinvestment of Income Distribution cum cptl wthdrwl opt
4th
Quant ESG Integration Strategy Fund Regular Reinvestment of Income Distribution cum cptl wthdrwl opt
5th
Quant ESG Integration Strategy Fund Regular Payout of Income Distribution cum capital withdrawal opt
20th
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
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 ₹53.83 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth as of Thu Sep 03 2026 is ₹10.197. The fund has an expense ratio of 2.64%, 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 -2.35%. Since launch, it has delivered 1.06% 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, Technology sectors.
Top 5 Holdings of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth.
- ICICI Bank Ltd: 9.55%
- HDFC Bank Ltd: 6.64%
- Nestle India Ltd: 6.21%
- Bharti Airtel Ltd: 5.86%
- Mahindra & Mahindra Ltd: 4.94%
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 |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
