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 1.36 years of performance history. The scheme manages an AUM of ₹54.98 Cr and has a NAV of ₹9.703. 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 4.36%.
Equity, Thematic-ESG, Principal at very high risk
1 Year Return 4.36% at 12 Mar 2026 08:40 PM
Fund Details
NAV 9.703
Sub-Type Thematic-ESG
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.36
Fund Size(in Crores) 54.98
Fund Performance
1 Month -8.76%
3 Month -10.31%
6 Month -9.19%
1 Year 4.36%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.51%) Market Cap Large Cap 42.85 Small Cap 30.08 Mid Cap 25.58 Top Sectors Financial 21.41 Healthcare 12.49 Capital Goods 9.51 Automobile 8.99 Services 6.84 Consumer Staples 6.6 Energy 5.59 Consumer Discretionary 4.96 Technology 4.79 Construction 3.67 Chemicals 3.15 Materials 2.85 Metals & Mining 2.01 Communication 2.01 Insurance 1.72 Textiles 1 Unclassified 0.92 Top Holding Bharat Electronics 0.95 Ultratech Cement 1 JK Cement 1.01 Gabriel India 0.63 Bajaj Finance 1.42 Lenskart Solutions 1.32 Data Patterns (India) 1.09 Mahindra & Mahindra 0.5 CG Power 1.82 Nippon Life India Asset Management 1.47 Tata Consultancy 0.83 MCX 1.33 Mankind Pharma 0.88 Polycab India 0.71 TVS Motor Company 2.43 Triveni Turbine 0.32 Bharat Petroleum Corporation 0.51 Le Travenues Technology 0.51 Physicswallah 0.6 AU Small Finance Bank 0.6 Dixon Technologies (India) 1.18 Ather Energy 0.63 Krishna Institute 1.58 Mrs. Bectors Food Specialities 0.77 ICICI Prudential Asset Management Company 0.92 Eternal 1.75 Clean Max Enviro Energy Solutions 1.01 Sansera Engineering 1.15 Navin Fluorine International 0.5 Kei Industries 0.8 JB Chemicals 1.02 Reliance Industries 3.08 Karur Vysya Bank 1.38 Tega Industries 0.52 Radico Khaitan 0.6 ICICI Bank 4.19 Bharti Hexacom 0.67 Power Fin. Corp. 0.64 K.P.R. Mill 1 Safari Industries (India) 0.72 Aster DM Healthcare 1.09 Divi's Laboratories 0.56 Pine Labs 0.43 Capillary Technologies 0.5 Gillette India 0.69 Persistent Systems 1.82 CreditAccess Grameen 0.48 ICICI Lombard Gen. Insurance 1.72 International Gemmological Institute 0.47 Muthoot Finance 0.69 Cholamandalam Investment and Finance Company 0.88 Dr. Agarwal's Health Care 1.07 Schneider Electric 0.74 CCL Products 1.18 Larsen & Toubro 2.17 Container Corporation Of India 0.55 Cummins India 1.51 Sagility 0.54 Prestige Estates Projects 0.81 Maruti Suzuki India 0.5 Sona BLW Precision Forgings 0.74 Varun Beverages 1.48 Hindalco Industries 1.49 Vishal Mega Mart 1.13 DOMS Industries 1.34 HDFC Bank 4.16 Kaynes Technology India 0.24 Infosys 0.54 Sumitomo Chemical India 0.45 Rubicon Research 1.33 Sun Pharmaceutical Industries 0.83 Global Health 1.18 Torrent Power 0.99 Anthem Biosciences 0.55 Affle 3I 1.1 JSW Cement 0.84 State Bank of India 2.19 Max Healthcare Institute 1.14 Neuland Laboratories 0.35 Bharat Forge 0.81 SRF 1.02 Sai Life Sciences 0.91 Brigade Enterprises 0.37 Solar Industries India 1.18 Max Financial Services 2.18 LG Electronics India 1.41 Tube Investments Of India 0.87 Blue Star 1.04 Ashok Leyland 0.7 Bharti Airtel 1.34 Urban Company (UrbanClap) 0.54 ABB India 0.47 Awfis Space Solutions 0.43 TVS Motor Company - Pref. Shares 0.03 Home First Finance Company India 0.7
Debt & Others (1.49%) Sector Allocation CBLO 2.46 Treasury Bills 0.12 Net Payables -1.09 Debt Credit Ratings Debt Category Reserve Bank of India 0.12 Others 1.37
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
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
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
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
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).
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.
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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