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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹65 Cr
Lock In Period
N/A
Expense Ratio
2.35
Benchmark
Nifty 100 ESG Total Return
Exit Load
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.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-05-31
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About Fund
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹65 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return while maintaining an expense ratio of 2.35. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is 2.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in WhiteOak Capital ESG Best-In-Class Strategy Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is ₹65 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in WhiteOak Capital ESG Best-In-Class Strategy Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500