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WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan is ₹9.77.
It is better to invest in a fund with a longer track record as WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan fund’s expense ratio is 0.59%
The process for redemption is
The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan is currently ₹62 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Bharti Airtel and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 39% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 57% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan Fund.
WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan current PE ratio is 58.32 and PB ratio is 11.55
The asset allocation of WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan is Stocks : 90.70%, Debt : 5.22% and Gold : 4.10%
The minimum SIP amount for WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months