WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth
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%.
Equity, Thematic-ESG, Principal at very high risk
1 Year Return -5.58% at 24 Mar 2026 03:17 PM
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 (92.53%) Market Cap Large Cap 37.38 Small Cap 33.21 Mid Cap 21.94 Top Sectors Capital Goods 26.3 Automobile 25.15 Energy 10.73 Materials 7.62 Metals & Mining 6.97 Healthcare 5.26 Textiles 2.97 Consumer Staples 2.79 Technology 2.5 Chemicals 2.25 Top Holding Bharat Heavy Electricals 1.93 Mrs. Bectors Food Specialities 2.79 Gujarat Fluorochemicals 2.25 PG Electroplast 3.21 Kei Industries 4.75 Waaree Energies 3.26 Gabriel India 3.95 PTC Industries 4.08 NTPC 2.58 Samvardhana Motherson 3.4 Jain Resource Recycling 2.89 Bajaj Auto 2.72 Mahindra & Mahindra 3.84 Hitachi Energy India 2.99 TVS Motor Company - Pref. Shares 0.08 Ather Energy 2.27 Azad Engineering 3.52 Shaily Eng Plastics 4.95 ABB India 2.22 Dixon Technologies (India) 2.21 Anthem Biosciences 1 Sun Pharmaceutical Industries 4.26 Supreme Industries 2.66 K.P.R. Mill 2.97 Reliance Industries 4.88 Aequs 2.5 UNO Minda 3.88 TVS Motor Company 2.16 Maruti Suzuki India 2.84 Bharat Electronics 5.49
Debt & Others (7.47%) Sector Allocation Reverse Repo/CBLO 6.9 Net Receivables 0.57 Debt Credit Ratings Debt Category Others 7.47
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%
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.
Take Your Next Step
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.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
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:
- Dheeresh Pathak
- Ashish Agrawal
- Trupti Agrawal
- Ramesh Mantri
- Piyush Baranwal