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

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WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth: Mutual Fund Overview

WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is an Thematic-ESG mutual fund with over 1.4 years of performance history. The scheme manages an AUM of ₹54.98 Cr and has a NAV of ₹9.156. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -5.58%.

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Equity, Thematic-ESG, Principal at very high risk

1 Year Return -5.58% at 24 Mar 2026 03:17 PM

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Fund Details

NAV 9.156

Sub-Type Thematic-ESG

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.4

Fund Size(in Crores) 54.98

Fund Performance

1 Month -11.99%

3 Month -16.06%

6 Month -14.36%

1 Year -5.58%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-Growth Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -12.48% Ret 1Y -2.42% Ret 3Y 12.1% Ret 5Y 8.48%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-Growth Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M -11.56% Ret 1Y -5.73% Ret 3Y 10.22% Ret 5Y 6.76%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Baroda BNP Paribas ESG Best-in-class strategy Fund Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund - Growth Ret 1M -11.59% Ret 1Y -5.67% Ret 3Y 14.65% Ret 5Y 10.81%

Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Ret 1M -11.59% Ret 1Y -5.67% Ret 3Y 14.65% Ret 5Y 10.81%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.7%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dheeresh Pathak

Education Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon

Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs

Ashish Agrawal

Education PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow

Experience Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016

Trupti Agrawal

Education Ms. Agrawal has done B.Com and CA.

Experience Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.

Ramesh Mantri

Education Mr. Mantri is an MBA, CFA and CA

Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.

Piyush Baranwal

Education Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.

Experience Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 9

Date of Incorporation 2024-10-30

Total AUM 33884.44

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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

How to invest in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

Investing in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

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

The term expense ratio for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is 0.7% as of 24 Mar 2026.

What is the NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

The NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is ₹9.156 as of 24 Mar 2026.

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

The AUM (Assets Under Management) of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is ₹54.98 Cr as of 24 Mar 2026.

What is the PE and PB ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

The PE ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

Yes, you can invest in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth in the last 5 years?

The return of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth in the last 5 years is 0.0%.

What is the minimum SIP investment required in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

The minimum SIP investment in WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth, the minimum SIP amount is ₹100.0.

What is the current NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

The NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth, as of 24 Mar 2026, is ₹9.156.

Who manages the WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?

The fund managers responsible for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth are: