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WhiteOak Capital ESG Best-In-Class Strategy Fund Direct growth
Equity • ESG • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
ESG
Direct growth
Launched On
30 Oct 2024
2 years ago
Lock-in Period
No lock-in
NAV
as of 12 Oct 2026
₹9.798
-0.3154% (0.00)
AUM
₹52 Cr
Expense ratio
0.99%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Market capital
Equity99.46%
Cash0.54%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Healthcare
Consumer Defensive
Communication Services
Fund House
WhiteOak
Inc: 16 Jan 2019 • Total AUM: ₹45,777 Cr • Rank #23WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.
Fund Managers
Piyush Baranwal
Experience: 7.73 yrs • Total AUM: 1,85,797 Cr
Ramesh Mantri
Experience: 4.18 yrs • Total AUM: 1,64,570 Cr
Trupti Agrawal
Experience: 4.16 yrs • Total AUM: 1,60,061 Cr
Dheeresh Pathak
Experience: 2.67 yrs • Total AUM: 1,60,061 Cr
Ashish Agrawal
Experience: yrs • Total AUM: 1,59,515 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.