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WhiteOak Capital ESG Best-In-Class Strategy Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹53 Cr

Lock In Period

N/A

Expense Ratio

2.38

Exit Load

Nil

Benchmark

Nifty 100 ESG Total Return

Summary

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth NAV is ₹9.651 as of 16 May, 2026. WhiteOak Capital ESG Best-In-Class Strategy Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is ₹100. The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is ₹53 Cr. The expense ratio of the fund is 2.38%, and its benchmark is Nifty 100 ESG Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital ESG Best-In-Class Strategy Fund Growth has delivered -0.04% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.04-0.1624.36
6M-10.551.39110.16
1Y-5.674.24224.34
3Y0.0010.71378.09

Portfolio Analysis

  • Equity: 88.38%
  • Debt: 9.16%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited9.54%
2. HDFC Bank Limited7.77%
3. Kotak Mahindra Bank Limited3.40%
4. City Union Bank Limited0.74%
5. CSB Bank Limited0.30%

1. Mahindra & Mahindra Limited4.43%
2. Maruti Suzuki India Limited1.87%

1. Tata Consultancy Services Limited1.70%
2. Cigniti Technologies Limited1.54%
3. Tech Mahindra Limited0.98%
4. Coforge Limited0.65%
5. Persistent Systems Limited0.52%
6. Newgen Software Technologies Limited0.24%
7. Infosys Limited0.20%

1. Bharti Airtel Limited5.15%

1. Nestle India Limited4.24%

1. Titan Company Limited3.04%

1. Bharat Electronics Limited2.85%

1. Bajaj Finserv Limited2.84%

1. Eternal Limited2.71%

1. Krishna Institute Of Medical Sciences Limited1.10%
2. Vijaya Diagnostic Centre Limited0.54%
3. Rainbow Childrens Medicare Limited0.53%
4. Global Health Limited0.50%

1. Torrent Pharmaceuticals Limited1.04%
2. JB Chemicals & Pharmaceuticals Limited0.70%
3. Mankind Pharma Limited0.56%
4. Cipla Limited0.34%

1. Aadhar Housing Finance Limited1.31%
2. India Shelter Finance Corporation Limited0.89%

1. Power Grid Corporation of India Limited2.12%

1. Muthoot Finance Limited2.12%

1. Pidilite Industries Limited2.11%

1. Jyothy Labs Limited0.77%
2. Colgate Palmolive (India) Limited0.55%
3. Gillette India Limited0.44%
4. Godrej Consumer Products Limited0.06%

1. Max Financial Services Limited1.72%
2. ICICI Prudential Asset Management Company Limited0.05%

1. Navin Fluorine International Limited1.49%

1. Hindalco Industries Limited1.46%

1. Asian Paints Limited1.25%
2. Indigo Paints Limited0.21%

1. Tube Investments of India Limited1.35%

1. Info Edge (India) Limited1.31%

1. Hitachi Energy India Limited1.25%

About Fund WhiteOak Capital ESG Best-In-Class Strategy Fund Growth

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 ₹53 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.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Innovation Fund Growth02101.64 CR2.06
WhiteOak Capital Quality Equity Fund Growth0604.49 CR2.39
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth053.03 CR2.38
ICICI Prudential PSU Equity Fund Growth21975.03 CR2.1
Nippon India Taiwan Equity Fund Growth31138.67 CR2.36
Fund Name1Y3Y
This FundBandhan Innovation Fund Growth12.0410
This FundWhiteOak Capital Quality Equity Fund Growth-5.57990
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-5.66980
This FundICICI Prudential PSU Equity Fund Growth10.760899.3694
This FundNippon India Taiwan Equity Fund Growth219.8905358.6217

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth 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 : -0.04%
  • 6 Months : -10.55%
  • 1 Year : -5.67%
  • 3 Years : 0.00%
Returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth are updated daily based on NAV of ₹ 9.651 as on May 14,2026. Since inception, the return has been 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 ₹53 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.