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
₹9.2750
+1.57%
(1 Apr)
AUM
55 Cr
TER
0.67%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-2.0%
-2.3%
-2.8%
-5.2%
-6.2%
-6.4%
3Y
+13.3%
+12.6%
+13.9%
+15.6%
+10.4%
NA
5Y
+9.9%
+9.5%
+18.7%
+11.9%
+9.4%
NA
ALL
+10.8%
+10.1%
+23.5%
+14.3%
+11.8%
-6.2%
VOL
14.5%
14.0%
17.3%
12.4%
-
13.5%
TER
1.4%
0.9%
0.9%
1.0%
-
0.7%
AUM
₹592 Cr
₹810 Cr
₹257 Cr
₹1,400 Cr
-
₹55 Cr
INFO
0.74
0.72
1.35
1.15
-
-0.46
See fund holdings as of 28th Feb
Top holdings
ICICI Bank Ltd
9.9%
HDFC Bank Ltd
9.4%
Mahindra & Mahindra Ltd
4.5%
Nestle India Ltd
4.1%
Cash Offset For Derivatives
3.9%
Kotak Mahindra Bank Ltd
3.3%
Titan Co Ltd
3.0%
Bharat Electronics Ltd
2.8%
Eternal Ltd
2.6%
Nexus Select Trust Reits
2.3%
Top industry exposure
Financial Services
35.2%
Consumer Cyclical
14.5%
Industrials
8.9%
Technology
7.6%
Healthcare
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
106%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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
Ashish Agrawal

FAQs