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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹68 Cr

Lock In Period

N/A

Expense Ratio

2.34

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 ₹10.423 NAV as of Feb 10,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital ESG Best-In-Class Strategy Fund Growth AUM is ₹68 Cr, with a lock-in of N/A years, expense ratio of 2.34%, 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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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 ₹68 Crore. The fund benchmarks its performance against the Nifty 100 ESG Total Return while maintaining an expense ratio of 2.34. 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 NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas Business Conglomerates Fund Growth0769.73 CR2.28
This FundQuant Commodities Fund Growth0331.15 CR2.45
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth068.02 CR2.34
This FundICICI Prudential PSU Equity Fund Growth01902.83 CR2.09
This FundNippon India Taiwan Equity Fund Growth3427.47 CR2.43
Fund Name1Y3Y
This FundBaroda BNP Paribas Business Conglomerates Fund Growth00
This FundQuant Commodities Fund Growth4.92720
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth5.74510
This FundICICI Prudential PSU Equity Fund Growth18.4989118.3057
This FundNippon India Taiwan Equity Fund Growth68.1005166.8367

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 2.34. 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 : %
Returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth are updated daily based on NAV of ₹ 10.423 as on Feb 10,2026. Since inception, the return has been NaN%.

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 ₹68 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