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WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹10.10.
It is better to invest in a fund with a longer track record as WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 2.36%
The process for redemption is
The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth is currently ₹59 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and TCS and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 40% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth fund are BFSI, IT and Healthcare accounting for 55% 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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth Fund.
WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth current PE ratio is 57.88 and PB ratio is 11.85
The asset allocation of WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth is Stocks : 91.07%, Debt : 7.09% and Gold : 1.84%
The minimum SIP amount for WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital ESG Best-In-Class Strategy Fund - Regular Plan - Growth is 1% on or before 1 months, Nil after 1 months