• Home
  • Mutual Funds
  • WhiteOak Capital ESG Best-In-Class Strategy Fund Growth

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹54 Cr

Lock In Period

N/A

Expense Ratio

2.47

Exit Load

Nil

Benchmark

Nifty 100 ESG Total Return

Summary

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth NAV is ₹9.865 as of 23 Jun, 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 ₹54 Cr. The expense ratio of the fund is 2.47%, 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 2.48% returns.

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.480.2413.06
6M-6.531.77125.97
1Y-4.924.54202.92
3Y0.0013.01342.40

Portfolio Analysis

  • Equity: 88.16%
  • Debt: 9.53%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited9.55%
2. HDFC Bank Limited7.70%
3. Kotak Mahindra Bank Limited3.67%
4. City Union Bank Limited0.72%
5. CSB Bank Limited0.28%

1. Mahindra & Mahindra Limited4.44%
2. Maruti Suzuki India Limited2.40%

1. Nestle India Limited5.69%

1. Bharti Airtel Limited5.46%

1. Krishna Institute Of Medical Sciences Limited1.45%
2. Global Health Limited1.11%
3. Vijaya Diagnostic Centre Limited0.74%
4. Rainbow Childrens Medicare Limited0.57%

1. Coforge Limited2.34%
2. Newgen Software Technologies Limited0.24%
3. Persistent Systems Limited0.24%
4. Infosys Limited0.17%
5. Tata Consultancy Services Limited0.08%
6. Tech Mahindra Limited0.04%

1. Titan Company Limited2.85%

1. Eternal Limited2.70%

1. Bharat Electronics Limited2.66%

1. Torrent Pharmaceuticals Limited0.99%
2. JB Chemicals & Pharmaceuticals Limited0.67%
3. Mankind Pharma Limited0.61%
4. Cipla Limited0.36%

1. Bajaj Finserv Limited2.59%

1. Aadhar Housing Finance Limited1.47%
2. India Shelter Finance Corporation Limited0.82%

1. Pidilite Industries Limited2.22%

1. Asian Paints Limited1.41%
2. Indigo Paints Limited0.60%

1. Power Grid Corporation of India Limited1.90%

1. Max Financial Services Limited1.76%

1. Hindalco Industries Limited1.70%

1. Gillette India Limited0.75%
2. Colgate Palmolive (India) Limited0.57%
3. Jyothy Labs Limited0.25%
4. Godrej Consumer Products Limited0.06%

1. Navin Fluorine International Limited1.57%

1. Muthoot Finance Limited1.54%

1. Tube Investments of India Limited1.54%

1. Info Edge (India) Limited1.23%

1. The Phoenix Mills Limited1.10%

1. Sona BLW Precision Forgings Limited1.07%

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 ₹54 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return while maintaining an expense ratio of 2.47. 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
LIC MF Manufacturing Fund Growth0766.15 CR2.28
DSP Banking & Financial Services Fund Growth01870.92 CR2.7
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth053.63 CR2.47
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundLIC MF Manufacturing Fund Growth14.71440
This FundDSP Banking & Financial Services Fund Growth9.8070
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-4.91520
This FundHDFC Defence Fund Growth14.9064189.4226
This FundNippon India Taiwan Equity Fund Growth198.7903324.3981

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 2.47. 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 : 2.48%
  • 6 Months : -6.53%
  • 1 Year : -4.92%
  • 3 Years : 0.00%
Returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth are updated daily based on NAV of ₹ 9.865 as on Jun 19,2026. 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 ₹54 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.