WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
3Y Annualised
N/A
0.37% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.76%
0.37% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
4 years 3 months
9 years 7 months
Fund info
Fund size
₹64.60 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/switched out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.In respect of Systematic Transactions such as SIP, Flex SIP, STP and Flex STP Exit Load, if any, prevailing on the date of registration / enrolment shall be levied and any redemption / switch out of units would be done on First in First Out (FIFO) basis. The above Exit Load is applicable for all subscriptions / switch in / redemptions / switch out transactions including Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) under Regular Plan and Direct Plan. No exit load will be chargeable in case of switches made between different options of the scheme. The AMC/Trustee reserves the right to change / modify the Load structure of the Scheme on prospective basis, subject to maximum limits as prescribed under the Regulations.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life ESG Integration Strategy Fund Direct Growth
2nd
Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth
3rd
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth
4th
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth
5th
Invesco India ESG Integration Stategy Fund Direct 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 0 years, having been launched on 2024-10-30. WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has ₹64.60 Cr worth of assets under management (AUM) as of Wed Jun 25 2025. The latest Net Asset Value (NAV) of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth as of Tue Jun 24 2025 is ₹10.473. The fund has an expense ratio of 2.35%, 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 NA%. Since launch, it has delivered 4.73% average annual returns.
The WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth has the majority of its money invested in Financial Services, Communication Services, Consumer Cyclical, Technology sectors.
Top 5 Holdings of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Growth.
- HDFC Bank Ltd: 9.48%
- ICICI Bank Ltd: 7.41%
- Bharti Airtel Ltd: 3.48%
- Mahindra & Mahindra Ltd: 3.45%
- Tata Consultancy Services Ltd: 3.38%
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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FAQs
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