Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.51%
NAV: ₹10.44 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

  • ₹49.1 Cr
    AUM
  • ₹10.44
    NAV
  • 1.00%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.51% NA 1.93%
6 Months 4.93% NA 9.88%
1 Year -3.41% -3.41% -1.38%
2 Years 4.82% 2.38% 17.04%
As on Thu Nov 05, 2026

Asset Allocation of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

equities

96.87%

debt instruments

7.80%
Large Cap: 72.78%
Mid Cap: 12.70%
Small Cap: 14.51%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.55%
Hdfc Bank Ltd
9.19%
Hdfc Bank Ltd
9.19%
Icici Bank Ltd
9.35%
Hdfc Bank Ltd
9.54%
 
Top Sectors
Financial
184.99%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 30 Oct 2024, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of companies following Environment, Social and Governance (ESG) adopting Best-In-Class Strategy. It manages assets worth ₹49.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 1%.
The portfolio allocation consists of 96.87% in equities, 7.80% in debt instruments.Managed by Ramesh Mantri, it has delivered a return of -3.41% in the last year, a total return since inception of 2.15%.
Long-term investors generally evaluate the best sip plans while they build long-term financial goals.

Read more
  • Ashish Agrawal

    Fund Manager

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

    Manager Education

  • Piyush Baranwal

    Fund Manager

  • 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.

    Manager Education

  • Ramesh Mantri

    Fund Manager

  • Mr. Mantri is an MBA, CFA and CA

    Manager Education

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth Fund Details

Fund Names Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth
Inception Date 30 Oct 2024
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth Fund Returns Comparison

Compare Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth with other mutual funds in the same category

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

Quant ESG Integration Strategy Fund Direct-Growth

Quant ESG Integration Strategy Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant ESG Integration Strategy Fund Direct-Growth trend ₹328 1.84% -0.31% 19.40% 18.32% 17.95%
Quant ESG Integration Strategy Fund Direct-IDCW trend ₹328 1.84% -0.31% 19.40% 18.32% 17.95%
Quant ESG Integration Strategy Fund Regular-Growth trend ₹328 1.71% -0.70% 17.59% 16.49% 16.07%
Quant ESG Integration Strategy Fund Regular-IDCW trend ₹328 1.71% -0.70% 17.59% 16.49% 16.07%
ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth trend ₹1,275 4.94% -2.51% -6.67% 12.34% 10.11%
ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW trend ₹1,275 4.94% -2.51% -6.67% 12.34% 10.11%
ICICI Prudential ESG Exclusionary Strategy Fund-Growth trend ₹1,275 4.84% -2.75% -7.70% 11.07% 8.79%
ICICI Prudential ESG Exclusionary Strategy Fund-IDCW trend ₹1,275 4.84% -2.75% -7.70% 11.07% 8.79%
Kotak ESG Exclusionary Strategy Fund Direct-Growth trend ₹685 7.45% -1.85% -1.96% 10.87% 7.92%
Kotak ESG Exclusionary Strategy Fund Direct-IDCW trend ₹685 7.45% -1.85% -1.96% 10.87% 7.92%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from WhiteOak Capital Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Whiteoak Capital ESG Best-in-class Strategy Fund Regular-Growth increase ₹49 5.99% -2.92% 4.05% -5.03% -
increase growth is based on 1-month returns of the funds

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI ESG Exclusionary Strategy Fund Direct Plan-Growth trend ₹4,984 ₹267.82 10.93% 7.88% 12.32%
SBI ESG Exclusionary Strategy Fund-Growth trend ₹4,984 ₹242.59 10.27% 7.21% 11.50%
SBI ESG Exclusionary Strategy Fund Direct Plan-IDCW trend ₹4,984 ₹96.14 10.93% 7.88% 12.32%
SBI ESG Exclusionary Strategy Fund-IDCW trend ₹4,984 ₹75.87 10.27% 7.21% 11.50%
ICICI Prudential ESG Exclusionary Strategy Fund-Growth trend ₹1,275 ₹21.23 11.07% 8.79% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth trend ₹1,275 ₹22.95 12.34% 10.11% -
ICICI Prudential ESG Exclusionary Strategy Fund-IDCW trend ₹1,275 ₹14.44 11.07% 8.79% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW trend ₹1,275 ₹15.96 12.34% 10.11% -
Axis ESG Integration Strategy Fund Direct-Growth trend ₹993 ₹22.41 9.28% 5.27% -
Axis ESG Integration Strategy Fund Regular-Growth trend ₹993 ₹20.64 8.27% 4.12% -
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Top funds are based on Fund AUM

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Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.55%₹6.67 Cr
Hdfc Bank LtdFinancial9.19%₹6.53 Cr
Hdfc Bank LtdFinancial9.19%₹6.53 Cr
Icici Bank LtdFinancial9.35%₹6.53 Cr
Hdfc Bank LtdFinancial9.54%₹6.49 Cr
Icici Bank LtdFinancial8.94%₹6.36 Cr
Icici Bank LtdFinancial8.94%₹6.36 Cr
Hdfc Bank LtdFinancial9.43%₹6.36 Cr
Icici Bank LtdFinancial9.37%₹6.32 Cr
Icici Bank LtdFinancial9.17%₹6.27 Cr
Icici Bank LtdFinancial9.17%₹6.27 Cr
Hdfc Bank LtdFinancial9.06%₹6.19 Cr
Hdfc Bank LtdFinancial9.06%₹6.19 Cr
Icici Bank LtdFinancial8.58%₹5.84 Cr
Icici Bank LtdFinancial9.73%₹5.51 Cr
Icici Bank LtdFinancial9.94%₹5.46 Cr
Icici Bank LtdFinancial9.19%₹5.43 Cr
Icici Bank LtdFinancial9.19%₹5.43 Cr
Icici Bank LtdFinancial9.19%₹5.43 Cr
Icici Bank LtdFinancial9.19%₹5.43 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant ESG Integration Strategy Fund Direct-Growth increase ₹42.62 18.32% 17.95% -
Quant ESG Integration Strategy Fund Direct-IDCW increase ₹42.56 18.32% 17.95% -
Quant ESG Integration Strategy Fund Regular-Growth increase ₹38.85 16.49% 16.07% -
Quant ESG Integration Strategy Fund Regular-IDCW increase ₹38.66 16.49% 16.07% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-Growth increase ₹22.95 12.34% 10.11% -
ICICI Prudential ESG Exclusionary Strategy Fund Direct-IDCW increase ₹15.96 12.34% 10.11% -
ICICI Prudential ESG Exclusionary Strategy Fund-Growth increase ₹21.23 11.07% 8.79% -
ICICI Prudential ESG Exclusionary Strategy Fund-IDCW increase ₹14.44 11.07% 8.79% -
Kotak ESG Exclusionary Strategy Fund Direct-Growth increase ₹18.61 10.87% 7.92% -
Kotak ESG Exclusionary Strategy Fund Direct-IDCW increase ₹18.61 10.87% 7.92% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth

What is the current AUM of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth?

As of Wed Sep 30, 2026, Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth manages assets worth ₹49.1 crore

How has Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth performed recently?

  • 3 Months: -2.51%
  • 6 Months: 4.93%

What is the long-term performance of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth?

  • Since Inception: 2.15%

What is the portfolio composition of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth?

Equity: 96.87%, Debt: 7.80%, Others: -7.26%.

Who manages Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth?

Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth is managed by Ramesh Mantri from WhiteOak Capital Mutual Fund.

What is the market-cap allocation of Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth?

Large Cap: 72.78%, Mid Cap: 12.70%, Small Cap: 14.51%.

Which are the top companies Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth has invested in?

  • HDFC Bank Ltd – 9.55% of the fund's portfolio
  • HDFC Bank Ltd – 9.19% of the fund's portfolio
  • HDFC Bank Ltd – 9.19% of the fund's portfolio
  • ICICI Bank Ltd – 9.35% of the fund's portfolio
  • HDFC Bank Ltd – 9.54% of the fund's portfolio

Which are the major sectors Whiteoak Capital ESG Best-in-class Strategy Fund Direct-Growth focuses on?

  • Financial – 184.99% of the fund's portfolio
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