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
₹10.9480
+0.73%
(2 Jan)
AUM
70 Cr
TER
0.61%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.6%
+5.6%
+4.4%
+4.3%
+4.1%
+3.1%
3Y
+21.2%
NA
+17.4%
+15.1%
+16.9%
+15.8%
5Y
+16.7%
NA
+14.8%
+14.7%
+25.5%
+11.9%
ALL
+18.8%
+8.0%
+14.9%
+14.0%
+28.8%
+15.9%
VOL
12.0%
12.5%
14.2%
-
17.1%
14.5%
TER
1.0%
0.6%
1.4%
-
0.9%
1.3%
AUM
₹1,512 Cr
₹70 Cr
₹622 Cr
-
₹273 Cr
₹1,224 Cr
INFO
1.56
0.64
1.05
-
1.68
1.10
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 30th Nov
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.3%
Mahindra & Mahindra Ltd
4.4%
Bharti Airtel Ltd
4.3%
Cash Offset For Derivatives
4.0%
Kotak Mahindra Bank Ltd
3.1%
Eternal Ltd
2.8%
Tata Consultancy Services Ltd
2.8%
Persistent Systems Ltd
2.6%
Titan Co Ltd
2.4%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
14.7%
Technology
12.0%
Industrials
9.1%
Communication Services
7.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
97%
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