Whiteoak Capital ESG Best In Class Strategy Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital ESG Best In Class Strategy Growth Direct Plan

NAV
₹10.1260
-1.66%
(20 Dec)
AUM
59 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+27.6%
+26.9%
+22.5%
+21.2%
+19.2%
NA
3Y
+14.0%
+18.4%
+23.2%
+14.3%
+13.7%
NA
5Y
NA
NA
NA
+19.2%
+18.2%
NA
ALL
+19.5%
+22.0%
+35.0%
+18.7%
+18.2%
+1.3%
VOL
13.5%
12.1%
17.5%
15.9%
-
13.2%
TER
1.0%
1.0%
0.8%
0.8%
-
0.6%
AUM
₹520 Cr
₹1,557 Cr
₹312 Cr
₹90 Cr
-
₹59 Cr
INFO
1.45
1.82
2.00
1.17
-
0.10
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital ESG Best In Class Strategy (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
8.9%
Net Receivables / (Payables)
7.0%
ICICI Bank Ltd
4.7%
Bharti Airtel Ltd
4.2%
Tata Consultancy Services Ltd
4.1%
Zomato Ltd
3.1%
Infosys Ltd
2.6%
Persistent Systems Ltd
2.6%
Kotak Mahindra Bank Ltd
2.6%
Info Edge (India) Ltd
2.5%
Top industry exposure
Financial Services
30.2%
Technology
14.7%
Consumer Cyclical
13.4%
Healthcare
7.3%
Communication Services
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is 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.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak

FAQs