45183
73700
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth
-6.40
-0.31
-0.83
-3.13
-10.63
-2.21
https://storage.googleapis.com/5paisa-prod-storage/files/2024-11/white-oak-mutual-fund.png
7
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)
1
1
3.5
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth
-
NAV
9.65
29 May 2026
-
-1.13%
1 Day
-
₹ 100
Min SIP -
₹ 500
Min Lumpsum -
2.47%
Expense Ratio -
53 Cr
Fund Size -
1 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 29 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -6.40%
- -2.21
- -3.65Alpha
- 4.30SD
- 0.98Beta
- -0.92Sharpe
- Exit Load
- Nil
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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. There is no assurance that the investment objective of the Scheme will be achieved.
Ramesh Mantri
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,648
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,470
73700
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 5,293
-
- Equity
- ELSS
- AUM - ₹ 450
-
- Equity
- Flexi Cap Fund
- AUM - ₹ 7,907
-
- Hybrid
- Multi Asset Allocation
- AUM - ₹ 7,118
-
- Equity
- Large Cap Mutual Funds
- AUM - ₹ 1,164
- Address :
- Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
-
- Contact :
- +91022 69187607
-
- Email ID :
- Clientservice@whiteoakamc.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 16.23%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth has delivered -2.28% since inception
The NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth is ₹9.651 as of 29 May 2026
The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth is 2.47 % as of 29 May 2026
The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth 53.03 CR as of 29 May 2026
The minimum SIP amount of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth is 100
The top stock holdings of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth are
- ICICI Bank - 9.30%
- HDFC Bank - 7.55%
- Nestle India - 5.90%
- Bharti Airtel - 5.26%
- C C I - 5.21%
The top sectors WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth has invested in are
- - 0%




