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

NAV 9.77(0.91%)
Jan 31, 2025
WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan
AUM
₹61 Cr
Expense (%)
0.59
Turnover (%)
N/A
Benchmark
NIFTY100 ESG - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
0.00

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : WhiteOak Capital ESG Best-In-Class Strategy Fund - Growth - Direct Plan

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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