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

2.64

Exit Load

Nil

Benchmark

Nifty 100 ESG Total Return

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.790.7215.55
6M1.912.9965.47
1Y-2.345.56148.38
3Y0.0015.56303.80

Portfolio Analysis

  • Equity: 86.34%
  • Debt: 11.19%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited9.55%
2. HDFC Bank Limited6.64%
3. Kotak Mahindra Bank Limited2.67%
4. City Union Bank Limited0.77%

1. Mahindra & Mahindra Limited4.94%
2. Maruti Suzuki India Limited2.60%

1. Nestle India Limited6.21%

1. Bharti Airtel Limited5.86%

1. Global Health Limited1.31%
2. Krishna Institute Of Medical Sciences Limited1.23%
3. Vijaya Diagnostic Centre Limited0.76%
4. Rainbow Childrens Medicare Limited0.63%

1. Titan Company Limited3.40%

1. Torrent Pharmaceuticals Limited2.19%
2. Cipla Limited0.78%
3. Mankind Pharma Limited0.43%

1. Coforge Limited2.64%
2. Persistent Systems Limited0.26%
3. Infosys Limited0.16%
4. Tata Consultancy Services Limited0.08%
5. Tech Mahindra Limited0.04%

1. Eternal Limited2.77%

1. Bajaj Finserv Limited2.63%

1. Pidilite Industries Limited2.40%

1. Asian Paints Limited1.69%
2. Indigo Paints Limited0.67%

1. Aadhar Housing Finance Limited1.43%
2. India Shelter Finance Corporation Limited0.78%

1. Bharat Electronics Limited2.03%

1. Power Grid Corporation of India Limited1.85%

1. Max Financial Services Limited1.57%

1. Navin Fluorine International Limited1.56%

1. Info Edge (India) Limited1.50%

1. Muthoot Finance Limited1.43%

1. Sona BLW Precision Forgings Limited1.35%

1. Hindalco Industries Limited1.23%

1. Colgate Palmolive (India) Limited0.58%
2. Gillette India Limited0.52%
3. Godrej Consumer Products Limited0.06%

1. Poly Medicure Limited1.05%
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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 Sectoral/Thematic Fundsscheme 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 2.64. 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
Aditya Birla Sun Life Conglomerate Fund Growth01,647 CR2.34
Quant Commodities Fund Growth0360 CR3.43
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth053 CR2.64
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundAditya Birla Sun Life Conglomerate Fund Growth3.94740
This FundQuant Commodities Fund Growth13.36460
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-2.33750
This FundHDFC Defence Fund Growth31.4041174.9166
This FundNippon India Taiwan Equity Fund Growth145.0432287.4234

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 2.64. 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 : 1.79%
  • 6 Months : 1.91%
  • 1 Year : -2.34%
  • 3 Years : 0.00%
Returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth are updated daily based on NAV of ₹ 10.32 as on Aug 20,2026. 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.