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WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth

Category: Equity: Thematic-ESG
Launch Date: 30-10-2024
Asset Class:
Benchmark: NIFTY 100 ESG TRI
Expense Ratio: 2.32% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 60 Cr As on (31-03-2025)
Turn over:
NAV (₹): 9.998 ₹ -0.02 ( -0.19%)
as on 02-05-2025
CAGR Since Inception - 0.45%
NIFTY 100 ESG TRI - 13.09%

Fund Managers

Ramesh Mantri


Investment Objective

The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved.

PERFORMANCE of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth

Scheme Performance (%) Data as on - 02-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth - - - - 0.45
NIFTY 100 ESG TRI 7.35 12.48 21.12 13.63 13.09
Equity: Thematic-ESG 6.88 13.39 18.86 12.16 14.18

RETURNS CALCULATOR for WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth - - - - - -
Equity: Thematic-ESG - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
WhiteOak Capital ESG Best In Class Strategy Fund Reg Gr 30-10-2024 0.0 0.0 0.0 0.0 0.0
ICICI Pru ESG Exclusionary Strategy Gr 05-10-2020 13.94 26.4 19.32 0.0 0.0
ABSL ESG Integration Strategy Reg Gr 24-12-2020 13.31 19.92 12.12 0.0 0.0
SBI ESG Exclusionary Strategy Reg Gr 01-11-2006 7.66 18.41 13.35 20.17 12.16
Quantum ESG Best In Class Strategy Reg Gr 05-07-2019 6.69 16.91 12.24 20.46 0.0
Axis ESG Integration Strategy Reg Gr 01-02-2020 6.19 17.08 11.41 15.94 0.0
Invesco India ESG Equity Fund Gr 18-03-2021 5.06 19.46 11.77 0.0 0.0
Kotak ESG Exclusionary Strategy Reg Gr 05-12-2020 4.14 16.93 12.16 0.0 0.0
Quant ESG Equity Gr Reg 05-11-2020 -1.99 20.49 14.78 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)