45183
73700
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth
-6.40
-0.31
-0.83
-3.13
-10.63
-2.21
7
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)
1
1
3.5
  • NAV

    9.65

    29 May 2026

  • -1.13%

     1 Day

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  • ₹ 100

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 2.47%

    Expense Ratio
  • NA

    Rating
  • 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

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  • Fund Name
  • Address :
  • Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com
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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

  1. ICICI Bank - 9.30%
  2. HDFC Bank - 7.55%
  3. Nestle India - 5.90%
  4. Bharti Airtel - 5.26%
  5. C C I - 5.21%

The top sectors WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg Growth has invested in are

  1. - 0%

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