• Home
  • Mutual Funds
  • 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

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹49 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 ₹9.637 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital ESG Best-In-Class Strategy Fund Growth AUM is ₹49 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 9.13% returns, against a category average of 1.70% and a category best of 26.98%.

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(%)
1M9.131.7026.98
6M-8.711.2596.54
1Y-3.244.55251.54
3Y0.0013.61332.92

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 managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹49 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
This FundAxis Momentum Fund Growth0924.27 CR2.26
This FundGroww Banking & Financial Services Fund Growth057.75 CR2.35
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth048.84 CR2.38
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundAxis Momentum Fund Growth2.04550
This FundGroww Banking & Financial Services Fund Growth9.64780
This FundWhiteOak Capital ESG Best-In-Class Strategy Fund Growth-3.24440
This FundICICI Prudential PSU Equity Fund Growth10.9367112.3944
This FundNippon India Taiwan Equity Fund Growth246.7021315.2486

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 : 9.13%
  • 6 Months : -8.71%
  • 1 Year : -3.24%
  • 3 Years : 0.00%
Returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Growth are updated daily based on NAV of ₹ 9.637 as on Apr 24,2026. 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 ₹49 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