WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G) logo

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth

NAV ₹10.99 as on 17 Nov 2025

RiskVery High

Fund Size₹71.09Cr

NAV₹10.99 as on 17 Nov 2025
RiskVery High
Fund Size₹71.09Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹500

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

Basic Details

Age

1 years 1 months (Since Oct 30, 2024)

Return since Launch

9.41%

Expense ratio

0.61%

Type

OPEN

AUM (Fund Size)

₹71.09

Risk Grade

Very High

Benchmark

Nifty 100 ESG TRI

Calculate Your Returns
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Ramesh Mantri

Experience:

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

Scheme Holding Summary

Banks

Telecom-Service

Automobile

Debt Others

Clearing Corporation of India Ltd

3.70%

E-Commerce/App based Aggregator

IT - Software

Aerospace & Defence

Diamond, Gems and Jewellery

Finance

Chemicals

FMCG

Power Generation & Distribution

Telecomm-Service

Miscellaneous

Non Ferrous Metals

Air Transport Service

Capital Goods - Electrical Equipment

Capital Goods-Non Electrical Equipment

Healthcare

Pharmaceuticals

Cipla Ltd

1.03%

Retail

Trent Ltd

0.98%

T Bills

Consumer Durables

Auto Ancillaries

Plastic products

Castings, Forgings & Fastners

Realty

Insurance

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#27 in India
Total AUM₹24,943.48Cr
Date of Incorporation21 Apr 2017
WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 30 Oct 2024. The fund currently has an Asset Under Management(AUM) of ₹24,943.48 Cr and the Latest NAV as of 17 Nov 2025 is ₹10.99.
The WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹500. Exit load of 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.
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Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns12.35%--9.41%
Category average8.02%6.14%3.98%-
Rank within category5111995-

FAQ’s

What kind of returns does WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth provide?

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth?

The Expense Ratio charged by WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is 0.61%.

What is the AUM size of WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth?

The AUM size of WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is ₹71.09Cr.

What is the minimum SIP amount that you can invest in WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth .

What are the top stock holdings of WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth?

The top stock holdings of WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , Kotak Mahindra Bank Ltd and City Union Bank Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.