WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth
Get the latest NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.67
1D
NAV as on 14 Aug 2026
3.69%/per year
Since Inception
▲▼
67 people have invested ₹ 1.9L in WhiteOak Capital ESG Best In Class Strategy Fund in the last three months
WhiteOak Capital ESG Best In Class Strategy Fund Performance vs. Equity ESG Index
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)
The fund has underperformed the benchmark (Equity ESG Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
WhiteOak Capital ESG Best In Class Strategy Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
WhiteOak Capital ESG Best In Class Strategy Fund Asset Allocation
See fund asset allocation details as on (14-Jul-26)
Fund Distribution
as on (14-Jul-26)
WhiteOak Capital ESG Best In Class Strategy Fund Sector Allocation
See fund sector allocation details as on (14-Jul-26)
Sector Allocation
Top 3 Sectors in June were Financial Services, Consumer Cyclical & Consumer Defensive
Financial Services
34%
Consumer Cyclical
16%
Government
10%
Financial Services
34%
Consumer Cyclical
16%
Consumer Defensive
9%
WhiteOak Capital ESG Best In Class Strategy Fund Holdings Details
as on (31-Jul-26)
WhiteOak Capital ESG Best In Class Strategy Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.71% |
Benchmark | Nifty 100 ESG TR INR |
| AUM | ₹54 Cr |
| Inception Date | 30 October, 2024 |
| Min Lumpsum/SIP | ₹500/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 96.43% |
| Risk |   Very High Risk |
About WhiteOak Capital ESG Best In Class Strategy Fund
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth is an equity fund. This fund was started on 30 October, 2024. The fund is managed by Trupti Agrawal, Ramesh Mantri, Ashish Agrawal, Piyush Baranwal, Dheeresh Pathak. The fund could potentially beat inflation in the long-run.
Key Parameters
- WhiteOak Capital ESG Best In Class Strategy Fund has ₹54 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
WhiteOak Capital ESG Best In Class Strategy Fund has given a CAGR return of 3.69% since inception. Over the last 1 year the fund has given a CAGR return of 1.82%.
Holdings
WhiteOak Capital ESG Best In Class Strategy Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Consumer Cyclical, Health, Consumer Defensive, Basic Materials, Industrial, Communication, Real Estate, Tech, Utilities. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Nestle India Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd
Taxation
As it is a equity - esg mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of WhiteOak Capital ESG Best In Class Strategy Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital ESG Best In Class Strategy Fund has no lock in period.
Fund Manager
Trupti Agrawal
Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund, since 30 October 2024
Ramesh Mantri
Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund, since 30 October 2024
Ashish Agrawal
Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund, since 6 January 2025
Piyush Baranwal
Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund, since 30 October 2024
Dheeresh Pathak
Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund, since 30 October 2024
- AUM of the fund stands at 53.6 Cr as of Jun'26
- AUM increased by 0.6 Cr between Jun'26 and May'26
Frequently Asked Questions for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth
How do I invest in WhiteOak Capital ESG Best In Class Strategy Fund?
- Download the INDmoney app.
- Search for ‘WhiteOak Capital ESG Best In Class Strategy Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.