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WhiteOak Capital ESG Best-In-Class Strategy Fund Direct - Growth

EquitySectoral / Thematic

1 Year Returns

5.98%profit

NAV (₹) on 09 Mar 2026

9.7430

1 Day NAV Change (₹)

-0.1710
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

WhiteOak Capital ESG Best-In-Class Strategy Fund Direct - Growth is a Equity mutual fund scheme launched on 30 Oct 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹500.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.20 L

5.98%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 19,795 (3.30%)

Maturity Value

₹ 6,19,795

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹56.57 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

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Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ 11.0240

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 500.00

AUM (in Cr.)

₹ 56.57

Expense Ratio

0.63%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 9.1940

Inception Date

30 Oct 2024

Fund Age

1 Yrs

Benchmark

Nifty 100 ESG TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

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

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Piyush Baranwal

Name

Piyush Baranwal

Qualification

Bachelor of Engineering, PGDBM, CFA(USA)

Ashish Agarwal

Name

Ashish Agarwal

Qualification

PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce. from University of Lucknow.

Ramesh Mantri

Name

Ramesh Mantri

Qualification

MBA, CFA and CA

Trupti Agrawal

Name

Trupti Agrawal

Qualification

B.Com, CA

Dheeresh Pathak

Name

Dheeresh Pathak

Qualification

B.Com, CA

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

WhiteOak Capital Mutual Fund

Funds Managed

20

Assets Managed (₹ Cr)

₹ 32,704.37

Contact Details

telephone 022 69187607

Registered Address

locate

Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025

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FAQs

WhiteOak Capital ESG BestIn-Class Strategy Fund was launched on 30 Oct 2024.
The current NAV of WhiteOak Capital ESG BestIn-Class Strategy Fund is ₹9.7430 as of 09 Mar 2026.
The latest value of AUM of WhiteOak Capital ESG BestIn-Class Strategy Fund is ₹56.57 crores as of 09 Mar 2026.
The return on investment of WhiteOak Capital ESG BestIn-Class Strategy Fund is:
  • In the past 1Y: 5.98%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of WhiteOak Capital ESG BestIn-Class Strategy Fund is 0.63%.
The exit load of WhiteOak Capital ESG BestIn-Class Strategy Fund is as follows:
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
The portfolio of WhiteOak Capital ESG BestIn-Class Strategy Fund includes:
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No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of WhiteOak Capital ESG BestIn-Class Strategy Fund is Very High.
The fund manager of WhiteOak Capital ESG BestIn-Class Strategy Fund is Piyush Baranwal, Ashish Agarwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak.
If you wish to invest in WhiteOak Capital ESG BestIn-Class Strategy Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹500.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in WhiteOak Capital ESG BestIn-Class Strategy Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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WhiteOak Capital ESG BestIn-Class Strategy Fund

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