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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹55 Cr
Lock In Period
N/A
Expense Ratio
2.38
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.
Summary
Latest details for WhiteOak Capital ESG Best-In-Class Strategy Fund Growth include a ₹9.071 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital ESG Best-In-Class Strategy Fund Growth AUM is ₹55 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark Nifty 100 ESG Total Return. Exit load is - 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 the growth review for 1M Month/Year, the fund recorded -9.21% returns, against a category average of -1.50% and a category best of 13.71%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.21 | -1.50 | 13.71 |
| 6M | -12.33 | 0.82 | 58.21 |
| 1Y | -4.84 | 3.84 | 169.02 |
| 3Y | 0.00 | 10.06 | 239.94 |
Portfolio Analysis
- Equity: 92.96%
- Debt: 4.69%
- Others
As on: 2026-02-28
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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 ₹55 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return while maintaining an expense ratio of 2.38. 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
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Innovation Fund Growth | 0 | 2566.13 CR | 1.98 |
| This FundWhiteOak Capital Banking & Financial Services Fund Growth | 0 | 582.95 CR | 2.35 |
| This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth | 0 | 54.98 CR | 2.38 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Innovation Fund Growth | 0 | 0 |
| This FundWhiteOak Capital Banking & Financial Services Fund Growth | 0.9676 | 0 |
| This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth | -4.838 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.5641 | 100 |
| This FundNippon India Taiwan Equity Fund Growth | 165.3037 | 226.0626 |
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 2.38. 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 : -9.21%
- 6 Months : -12.33%
- 1 Year : -4.84%
- 3 Years : 0.00%
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 ₹55 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