Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.43%
Fund NAV

Fund Overview of Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth

  • ₹67.4 Cr
    AUM
  • ₹10.99
    NAV
  • 0.57%
    Expense Ratio
  • Equity
    Fund Category
As on Mon Nov 17, 2025

Returns of Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.43% NA 1.93%
6 Months 14.50% NA 9.88%
As on Mon Nov 17, 2025

Asset Allocation

equities

96.49%

debt instruments

5.02%
Large Cap: 67.82%
Mid Cap: 16.12%
Small Cap: 16.06%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.19%
Hdfc Bank Ltd
9.19%
Icici Bank Ltd
8.94%
Icici Bank Ltd
8.94%
Hdfc Bank Ltd
9.43%
 
Top Sectors
Financial
185.13%
Technology
104.04%
Consumer Discretionary
71.07%
Industrials
43.28%
Healthcare
34.44%
Detailed Portfolio Analysis
As on Mon Nov 17, 2025
Invest Now

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 ₹67.4 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.57%.
The portfolio allocation consists of 96.49% in equities, 5.02% in debt instruments. Managed by Ramesh Mantri, it has delivered a return of 0.00% in the last year, a total return since inception of 6.76%.

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

Fund Details

Fund Names Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth
Inception Date 30 Oct 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Quant Esg Integration Strategy Fund Direct - Growth trend ₹285 4.13% 9.61% 3.68% 17.54% 29.08%
Quant Esg Integration Strategy Fund Regular - Growth trend ₹285 3.99% 9.18% 2.11% 15.65% 27.10%
ICICI Prudential Esg Exclusionary Strategy Fund Direct - Growth trend ₹1,507 0.04% 5.44% 9.35% 20.56% 18.15%
ICICI Prudential Esg Exclusionary Strategy Fund - Growth trend ₹1,507 0.00% 5.16% 8.21% 19.14% 16.63%
SBI Esg Exclusionary Strategy Fund Direct Plan-growth trend ₹5,666 0.72% 5.28% 7.56% 14.52% 16.55%
SBI Esg Exclusionary Strategy Fund-growth trend ₹5,666 0.67% 5.12% 6.92% 13.81% 15.78%
View More
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 ₹67 0.98% 3.97% 4.64% 10.30% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Esg Exclusionary Strategy Fund Direct Plan-growth trend ₹5,666 ₹270.37 14.52% 16.55% 13.74%
SBI Esg Exclusionary Strategy Fund-growth trend ₹5,666 ₹246.28 13.81% 15.78% 12.89%
ICICI Prudential Esg Exclusionary Strategy Fund - Growth trend ₹1,507 ₹23.01 19.14% 16.63% -
ICICI Prudential Esg Exclusionary Strategy Fund Direct - Growth trend ₹1,507 ₹24.60 20.56% 18.15% -
Kotak Esg Exclusionary Strategy Fund Direct - Growth trend ₹864 ₹19.18 15.42% - -
Kotak Esg Exclusionary Strategy Fund Regular - Growth trend ₹864 ₹17.72 13.66% - -
Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth trend ₹631 ₹19.75 16.05% - -
Aditya Birla Sun Life Esg Integration Strategy Fund Regular-growth trend ₹631 ₹18.42 14.71% - -
Quant Esg Integration Strategy Fund Regular - Growth trend ₹285 ₹34.20 15.65% 27.10% -
Quant Esg Integration Strategy Fund Direct - Growth trend ₹285 ₹36.97 17.54% 29.08% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.19%₹6.53 Cr
Hdfc Bank LtdFinancial9.19%₹6.53 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
Others CbloUnspecified4.81%₹3.29 Cr
Others CbloUnspecified4.81%₹3.29 Cr
Others CbloUnspecified4.65%₹3.13 Cr
Bharti Airtel LtdTechnology4.11%₹2.92 Cr
Bharti Airtel LtdTechnology4.11%₹2.92 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.09%₹2.90 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.09%₹2.90 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.18%₹2.85 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.18%₹2.85 Cr
Bharti Airtel LtdTechnology3.91%₹2.67 Cr
Bharti Airtel LtdTechnology3.91%₹2.67 Cr
Others CbloUnspecified3.70%₹2.63 Cr
Others CbloUnspecified3.70%₹2.63 Cr
Bharti Airtel LtdTechnology3.69%₹2.49 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.56%₹2.40 Cr
Kotak Mahindra Bank LtdFinancial3.10%₹2.20 Cr
Kotak Mahindra Bank LtdFinancial3.10%₹2.20 Cr
Zomato LtdTechnology3.09%₹2.11 Cr
Zomato LtdTechnology3.09%₹2.11 Cr
Kotak Mahindra Bank LtdFinancial3.05%₹2.09 Cr
Kotak Mahindra Bank LtdFinancial3.05%₹2.09 Cr
Kotak Mahindra Bank LtdFinancial3.07%₹2.07 Cr
Zomato LtdTechnology2.90%₹2.06 Cr
Zomato LtdTechnology2.90%₹2.06 Cr
Zomato LtdTechnology2.96%₹2.00 Cr
Tata Consultancy Services LtdTechnology2.71%₹1.93 Cr
Tata Consultancy Services LtdTechnology2.71%₹1.93 Cr
Tata Consultancy Services LtdTechnology2.84%₹1.91 Cr
Tata Consultancy Services LtdTechnology2.66%₹1.82 Cr
Tata Consultancy Services LtdTechnology2.66%₹1.82 Cr
Persistent Systems LtdTechnology2.36%₹1.68 Cr
Persistent Systems LtdTechnology2.36%₹1.68 Cr
Bharat Electronics LtdIndustrials2.34%₹1.66 Cr
Bharat Electronics LtdIndustrials2.34%₹1.66 Cr
Titan Company LtdConsumer Discretionary2.27%₹1.62 Cr
Titan Company LtdConsumer Discretionary2.27%₹1.62 Cr
Nexus Select TrustIndustrials2.34%₹1.60 Cr
Nexus Select TrustIndustrials2.34%₹1.60 Cr
Bharat Electronics LtdIndustrials2.31%₹1.58 Cr
Bharat Electronics LtdIndustrials2.31%₹1.58 Cr
Nexus Select TrustIndustrials2.22%₹1.58 Cr
Nexus Select TrustIndustrials2.22%₹1.58 Cr
Persistent Systems LtdTechnology2.17%₹1.46 Cr
Titan Company LtdConsumer Discretionary2.12%₹1.45 Cr
Titan Company LtdConsumer Discretionary2.12%₹1.45 Cr
Info Edge (india) LtdTechnology2.13%₹1.43 Cr
Cigniti Technologies LtdTechnology2.01%₹1.43 Cr
Cigniti Technologies LtdTechnology2.01%₹1.43 Cr
Nexus Select TrustIndustrials2.11%₹1.42 Cr
Info Edge (india) LtdTechnology2.00%₹1.42 Cr
Info Edge (india) LtdTechnology2.00%₹1.42 Cr
Pidilite Industries LtdMaterials2.04%₹1.40 Cr
Pidilite Industries LtdMaterials2.04%₹1.40 Cr
Cigniti Technologies LtdTechnology2.05%₹1.38 Cr
Muthoot Finance LtdFinancial1.93%₹1.37 Cr
Pidilite Industries LtdMaterials1.93%₹1.37 Cr
Muthoot Finance LtdFinancial1.93%₹1.37 Cr
Pidilite Industries LtdMaterials1.93%₹1.37 Cr
Persistent Systems LtdTechnology2.00%₹1.37 Cr
Persistent Systems LtdTechnology2.00%₹1.37 Cr
Bharat Electronics LtdIndustrials2.02%₹1.36 Cr
Info Edge (india) LtdTechnology1.97%₹1.35 Cr
Info Edge (india) LtdTechnology1.97%₹1.35 Cr
Titan Company LtdConsumer Discretionary2.00%₹1.35 Cr
Nestle India LtdConsumer Staples1.88%₹1.34 Cr
Nestle India LtdConsumer Staples1.88%₹1.34 Cr
Infosys LtdTechnology1.88%₹1.33 Cr
Infosys LtdTechnology1.88%₹1.33 Cr
Muthoot Finance LtdFinancial1.94%₹1.33 Cr
Muthoot Finance LtdFinancial1.94%₹1.33 Cr
Maruti Suzuki India LtdConsumer Discretionary1.86%₹1.32 Cr
Maruti Suzuki India LtdConsumer Discretionary1.86%₹1.32 Cr
Maruti Suzuki India LtdConsumer Discretionary1.91%₹1.31 Cr
Maruti Suzuki India LtdConsumer Discretionary1.91%₹1.31 Cr
Infosys LtdTechnology1.90%₹1.30 Cr
Infosys LtdTechnology1.90%₹1.30 Cr
Bajaj Finserv LtdFinancial1.81%₹1.29 Cr
Bajaj Finserv LtdFinancial1.81%₹1.29 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.91%₹1.29 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.79%₹1.28 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.79%₹1.28 Cr
Cigniti Technologies LtdTechnology1.84%₹1.26 Cr
Cigniti Technologies LtdTechnology1.84%₹1.26 Cr
Infosys LtdTechnology1.86%₹1.25 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.81%₹1.24 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.81%₹1.24 Cr
Bajaj Finserv LtdFinancial1.81%₹1.24 Cr
Bajaj Finserv LtdFinancial1.81%₹1.24 Cr
Bharti Airtel Ltd PpeTechnology1.71%₹1.22 Cr
Bharti Airtel Ltd PpeTechnology1.71%₹1.22 Cr
Pidilite Industries LtdMaterials1.79%₹1.20 Cr
Bajaj Finserv LtdFinancial1.78%₹1.20 Cr
Max Financial Services LtdFinancial1.78%₹1.20 Cr
Nestle India LtdConsumer Staples1.67%₹1.13 Cr
Bharti Airtel Ltd PpeTechnology1.66%₹1.12 Cr
National Stock Exchange Of India Ltd Index IdFinancial1.66%₹1.12 Cr
Bharti Airtel Ltd PpeTechnology1.60%₹1.10 Cr
Bharti Airtel Ltd PpeTechnology1.60%₹1.10 Cr
Nestle India LtdConsumer Staples1.59%₹1.09 Cr
Nestle India LtdConsumer Staples1.59%₹1.09 Cr
Max Financial Services LtdFinancial1.59%₹1.08 Cr
Max Financial Services LtdFinancial1.59%₹1.08 Cr
Max Financial Services LtdFinancial1.50%₹1.06 Cr
Max Financial Services LtdFinancial1.50%₹1.06 Cr
Hitachi Energy India LtdIndustrials1.50%₹1.01 Cr
Muthoot Finance LtdFinancial1.48%₹0.99 Cr
Godrej Consumer Products Ltd FuturesConsumer Staples1.45%₹0.99 Cr
Godrej Consumer Products Ltd FuturesConsumer Staples1.45%₹0.99 Cr
Bajaj Finance LtdFinancial1.37%₹0.97 Cr
Bajaj Finance LtdFinancial1.37%₹0.97 Cr
National Stock Exchange Of India Ltd Index IdFinancial1.37%₹0.97 Cr
National Stock Exchange Of India Ltd Index IdFinancial1.37%₹0.97 Cr
Godrej Consumer Products LtdConsumer Staples1.44%₹0.97 Cr
Godrej Consumer Products Ltd FuturesConsumer Staples1.34%₹0.95 Cr
Godrej Consumer Products Ltd FuturesConsumer Staples1.34%₹0.95 Cr
Bajaj Finance LtdFinancial1.36%₹0.93 Cr
Bajaj Finance LtdFinancial1.36%₹0.93 Cr
National Stock Exchange Of India Ltd Index IdFinancial1.36%₹0.93 Cr
National Stock Exchange Of India Ltd Index IdFinancial1.36%₹0.93 Cr
Hindalco Industries LtdMaterials1.30%₹0.92 Cr
Hindalco Industries LtdMaterials1.30%₹0.92 Cr
Interglobe Aviation LtdIndustrials1.29%₹0.92 Cr
Interglobe Aviation LtdIndustrials1.29%₹0.92 Cr
Tube Investments Of India LtdConsumer Discretionary1.34%₹0.92 Cr
Tube Investments Of India LtdConsumer Discretionary1.34%₹0.92 Cr
Maruti Suzuki India LtdConsumer Discretionary1.35%₹0.91 Cr
Hitachi Energy India LtdIndustrials1.33%₹0.91 Cr
Hitachi Energy India LtdIndustrials1.33%₹0.91 Cr
Trent LtdConsumer Discretionary1.31%₹0.90 Cr
Trent LtdConsumer Discretionary1.31%₹0.90 Cr
Hitachi Energy India LtdIndustrials1.26%₹0.90 Cr
Hitachi Energy India LtdIndustrials1.26%₹0.90 Cr
Tube Investments Of India LtdConsumer Discretionary1.26%₹0.89 Cr
Tube Investments Of India LtdConsumer Discretionary1.26%₹0.89 Cr
Dhfl Vysya Housing Finance Limited EqFinancial1.29%₹0.88 Cr
Dhfl Vysya Housing Finance Limited EqFinancial1.29%₹0.88 Cr
Dhfl Vysya Housing Finance Limited EqFinancial1.24%₹0.88 Cr
Dhfl Vysya Housing Finance Limited EqFinancial1.24%₹0.88 Cr
Dhfl Vysya Housing Finance Limited EqFinancial1.30%₹0.88 Cr
Trent LtdConsumer Discretionary1.28%₹0.86 Cr
Tube Investments Of India LtdConsumer Discretionary1.25%₹0.84 Cr
Bajaj Finance LtdFinancial1.22%₹0.82 Cr
Poly Medicure LtdHealthcare1.14%₹0.81 Cr
Poly Medicure LtdHealthcare1.14%₹0.81 Cr
Navin Fluorine International LtdMaterials1.14%₹0.81 Cr
Navin Fluorine International LtdMaterials1.14%₹0.81 Cr
Poly Medicure LtdHealthcare1.16%₹0.79 Cr
Poly Medicure LtdHealthcare1.16%₹0.79 Cr
Cholamandalam Investment & Finance Co.ltd FuturesFinancial1.16%₹0.79 Cr
Cholamandalam Investment & Finance Co.ltd FuturesFinancial1.16%₹0.79 Cr
Cipla LtdHealthcare1.12%₹0.76 Cr
Cipla LtdHealthcare1.07%₹0.73 Cr
Cipla LtdHealthcare1.07%₹0.73 Cr
Cipla LtdHealthcare1.03%₹0.73 Cr
Cipla LtdHealthcare1.03%₹0.73 Cr
Jyothy Labs LtdConsumer Staples1.07%₹0.73 Cr
Jyothy Labs LtdConsumer Staples1.07%₹0.73 Cr
Jyothy Labs LtdConsumer Staples1.03%₹0.73 Cr
Coforge LtdTechnology1.03%₹0.73 Cr
Jyothy Labs LtdConsumer Staples1.03%₹0.73 Cr
Coforge LtdTechnology1.03%₹0.73 Cr
Navin Fluorine International LtdMaterials1.07%₹0.72 Cr
Coforge LtdTechnology1.06%₹0.72 Cr
Cholamandalam Investment & Finance Co.ltd FuturesFinancial1.06%₹0.71 Cr
Jyothy Labs LtdConsumer Staples1.04%₹0.70 Cr
Hindalco Industries LtdMaterials1.03%₹0.70 Cr
Hindalco Industries LtdMaterials1.03%₹0.70 Cr
Trent LtdConsumer Discretionary0.98%₹0.70 Cr
Trent LtdConsumer Discretionary0.98%₹0.70 Cr
Krishna Institute Of Medical Sciences LtdHealthcare1.01%₹0.68 Cr
Interglobe Aviation Ltd FuturesIndustrials0.98%₹0.67 Cr
Interglobe Aviation Ltd FuturesIndustrials0.98%₹0.67 Cr
Navin Fluorine International LtdMaterials0.96%₹0.66 Cr
Navin Fluorine International LtdMaterials0.96%₹0.66 Cr
Poly Medicure LtdHealthcare0.97%₹0.66 Cr
India Shelter Finance Corporation Ltd.Financial0.92%₹0.65 Cr
India Shelter Finance Corporation Ltd.Financial0.92%₹0.65 Cr
Coforge LtdTechnology0.95%₹0.65 Cr
Coforge LtdTechnology0.95%₹0.65 Cr
Krishna Institute Of Medical Sciences LtdHealthcare0.92%₹0.65 Cr
Krishna Institute Of Medical Sciences LtdHealthcare0.92%₹0.65 Cr
India Shelter Finance Corporation Ltd.Financial0.95%₹0.65 Cr
India Shelter Finance Corporation Ltd.Financial0.95%₹0.65 Cr
Cholamandalam Investment & Finance Co.ltd FuturesFinancial0.89%₹0.64 Cr
Cholamandalam Investment & Finance Co.ltd FuturesFinancial0.89%₹0.64 Cr
Krishna Institute Of Medical Sciences LtdHealthcare0.92%₹0.63 Cr
Krishna Institute Of Medical Sciences LtdHealthcare0.92%₹0.63 Cr
Hindalco Industries LtdMaterials0.93%₹0.63 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.89%₹0.61 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.89%₹0.61 Cr
Havells India LtdConsumer Discretionary0.89%₹0.61 Cr
Havells India LtdConsumer Discretionary0.89%₹0.61 Cr
Havells India Ltd FuturesConsumer Discretionary0.90%₹0.60 Cr
Havells India LtdConsumer Discretionary0.85%₹0.60 Cr
Havells India LtdConsumer Discretionary0.85%₹0.60 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.84%₹0.60 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.84%₹0.60 Cr
Supreme Industries LtdMaterials0.87%₹0.59 Cr
Supreme Industries LtdMaterials0.84%₹0.57 Cr
Supreme Industries LtdMaterials0.84%₹0.57 Cr
City Union Bank LtdFinancial0.78%₹0.55 Cr
City Union Bank LtdFinancial0.78%₹0.55 Cr
Pb Fintech LtdFinancial0.81%₹0.55 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.76%₹0.54 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.76%₹0.54 Cr
Pb Fintech LtdFinancial0.76%₹0.54 Cr
Pb Fintech LtdFinancial0.76%₹0.54 Cr
Supreme Industries LtdMaterials0.73%₹0.52 Cr
Supreme Industries LtdMaterials0.73%₹0.52 Cr
City Union Bank LtdFinancial0.77%₹0.52 Cr
City Union Bank LtdFinancial0.76%₹0.52 Cr
City Union Bank LtdFinancial0.76%₹0.52 Cr
Pb Fintech LtdFinancial0.75%₹0.51 Cr
Pb Fintech LtdFinancial0.75%₹0.51 Cr
Government Of India 35923 91 Days Tbill 01ag25 Fv Rs 100Financial0.74%₹0.50 Cr
Government Of India 36317 091 Days Tbill 13nv25 Fv Rs 100Financial0.70%₹0.50 Cr
Government Of India 36317 091 Days Tbill 13nv25 Fv Rs 100Financial0.70%₹0.50 Cr
Government Of India 36004 091 Days Tbill 21ag25 Fv Rs 100Financial0.74%₹0.50 Cr
Government Of India 34859 364 Days Tbill 28ag25 Fv Rs 100Financial0.74%₹0.50 Cr
Government Of India 36317 091 Days Tbill 13nv25 Fv Rs 100Financial0.73%₹0.50 Cr
Government Of India 36317 091 Days Tbill 13nv25 Fv Rs 100Financial0.73%₹0.50 Cr
India Shelter Finance Corporation Ltd.Financial0.71%₹0.48 Cr
Sona Blw Precision Forgings Ltd. $$Consumer Discretionary0.70%₹0.47 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.69%₹0.47 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.69%₹0.47 Cr
Abb India LtdIndustrials0.70%₹0.47 Cr
Eureka Forbes LtdConsumer Discretionary0.63%₹0.43 Cr
Eureka Forbes LtdConsumer Discretionary0.63%₹0.43 Cr
Safari Industries (india) LtdConsumer Discretionary0.62%₹0.43 Cr
Safari Industries (india) LtdConsumer Discretionary0.62%₹0.43 Cr
Eureka Forbes LtdConsumer Discretionary0.59%₹0.42 Cr
Eureka Forbes LtdConsumer Discretionary0.59%₹0.42 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.62%₹0.42 Cr
Eureka Forbes LtdConsumer Discretionary0.62%₹0.42 Cr
Safari Industries (india) LtdConsumer Discretionary0.59%₹0.42 Cr
Safari Industries (india) LtdConsumer Discretionary0.59%₹0.42 Cr
Rainbow Childrens Medicare LtdHealthcare0.61%₹0.41 Cr
Csb Bank LtdFinancial0.60%₹0.41 Cr
Bank Nifty IndexFinancial0.57%₹0.41 Cr
Bank Nifty IndexFinancial0.57%₹0.41 Cr
Vijaya Diagnostic Centre LtdHealthcare0.59%₹0.39 Cr
Mankind Pharma Ltd.Healthcare0.58%₹0.39 Cr
Gillette India LtdConsumer Staples0.58%₹0.39 Cr
Bank Nifty IndexFinancial0.56%₹0.39 Cr
Bank Nifty IndexFinancial0.56%₹0.39 Cr
Colgate-palmolive (india) LtdConsumer Staples0.56%₹0.38 Cr
Colgate-palmolive (india) LtdConsumer Staples0.53%₹0.38 Cr
Colgate-palmolive (india) LtdConsumer Staples0.53%₹0.38 Cr
Global Health LtdHealthcare0.55%₹0.38 Cr
Global Health LtdHealthcare0.55%₹0.38 Cr
Global Health LtdHealthcare0.53%₹0.38 Cr
Global Health LtdHealthcare0.53%₹0.38 Cr
Aia Engineering LtdIndustrials0.53%₹0.38 Cr
Aia Engineering LtdIndustrials0.53%₹0.38 Cr
Colgate-palmolive (india) LtdConsumer Staples0.55%₹0.37 Cr
Colgate-palmolive (india) LtdConsumer Staples0.55%₹0.37 Cr
Rainbow Childrens Medicare LtdHealthcare0.52%₹0.37 Cr
Rainbow Childrens Medicare LtdHealthcare0.52%₹0.37 Cr
Mankind Pharma Ltd.Healthcare0.54%₹0.37 Cr
Mankind Pharma Ltd.Healthcare0.54%₹0.37 Cr
Rainbow Childrens Medicare LtdHealthcare0.54%₹0.37 Cr
Rainbow Childrens Medicare LtdHealthcare0.54%₹0.37 Cr
Interglobe Aviation LtdIndustrials0.55%₹0.37 Cr
Vijaya Diagnostic Centre LtdHealthcare0.54%₹0.37 Cr
Vijaya Diagnostic Centre LtdHealthcare0.54%₹0.37 Cr
Mankind Pharma Ltd.Healthcare0.51%₹0.36 Cr
Mankind Pharma Ltd.Healthcare0.51%₹0.36 Cr
Vijaya Diagnostic Centre LtdHealthcare0.51%₹0.36 Cr
Vijaya Diagnostic Centre LtdHealthcare0.51%₹0.36 Cr
Aia Engineering LtdIndustrials0.54%₹0.36 Cr
Ajanta Pharma LtdHealthcare0.53%₹0.36 Cr
Aia Engineering LtdIndustrials0.52%₹0.35 Cr
Aia Engineering LtdIndustrials0.52%₹0.35 Cr
Newgen Software Technologies LtdTechnology0.49%₹0.35 Cr
Newgen Software Technologies LtdTechnology0.49%₹0.35 Cr
Esab India LtdIndustrials0.52%₹0.35 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.51%₹0.35 Cr
Safari Industries (india) LtdConsumer Discretionary0.51%₹0.34 Cr
Gillette India LtdConsumer Staples0.50%₹0.34 Cr
Gillette India LtdConsumer Staples0.50%₹0.34 Cr
Garware Technical Fibres LtdConsumer Discretionary0.50%₹0.34 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.49%₹0.34 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.49%₹0.34 Cr
Hdfc Life Insurance Co LtdFinancial0.49%₹0.33 Cr
Hdfc Life Insurance Co LtdFinancial0.49%₹0.33 Cr
Phoenix Mills LtdReal Estate0.46%₹0.33 Cr
Phoenix Mills LtdReal Estate0.46%₹0.33 Cr
Sbi Life Insurance Company LtdFinancial0.46%₹0.33 Cr
Sbi Life Insurance Company LtdFinancial0.46%₹0.33 Cr
Maruti Suzuki India Ltd FuturesConsumer Discretionary0.46%₹0.33 Cr
Maruti Suzuki India Ltd FuturesConsumer Discretionary0.46%₹0.33 Cr
Gillette India LtdConsumer Staples0.46%₹0.32 Cr
Gillette India LtdConsumer Staples0.46%₹0.32 Cr
Esab India LtdIndustrials0.47%₹0.32 Cr
Esab India LtdIndustrials0.47%₹0.32 Cr
Ajanta Pharma LtdHealthcare0.45%₹0.32 Cr
Ajanta Pharma LtdHealthcare0.45%₹0.32 Cr
Maruti Suzuki India Ltd FuturesConsumer Discretionary0.47%₹0.32 Cr
Maruti Suzuki India Ltd FuturesConsumer Discretionary0.47%₹0.32 Cr
Esab India LtdIndustrials0.45%₹0.32 Cr
Esab India LtdIndustrials0.45%₹0.32 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.45%₹0.32 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.45%₹0.32 Cr
Newgen Software Technologies LtdTechnology0.47%₹0.32 Cr
Newgen Software Technologies LtdTechnology0.47%₹0.32 Cr
Firstsource Solutions LtdIndustrials0.44%₹0.32 Cr
Firstsource Solutions LtdIndustrials0.44%₹0.32 Cr
Ajanta Pharma LtdHealthcare0.46%₹0.32 Cr
Ajanta Pharma LtdHealthcare0.46%₹0.32 Cr
Firstsource Solutions LtdIndustrials0.45%₹0.30 Cr
Newgen Software Technologies LtdTechnology0.45%₹0.30 Cr
Firstsource Solutions LtdIndustrials0.43%₹0.29 Cr
Firstsource Solutions LtdIndustrials0.43%₹0.29 Cr
Csb Bank LtdFinancial0.40%₹0.28 Cr
Csb Bank LtdFinancial0.40%₹0.28 Cr
Interglobe Aviation Ltd FuturesIndustrials0.39%₹0.26 Cr
Csb Bank LtdFinancial0.37%₹0.26 Cr
Csb Bank LtdFinancial0.37%₹0.26 Cr
Torrent Pharmaceuticals LtdHealthcare0.37%₹0.25 Cr
Government Of India 36115 182 Days Tbill 25dc25 Fv Rs 100Financial0.35%₹0.25 Cr
Government Of India 36115 182 Days Tbill 25dc25 Fv Rs 100Financial0.35%₹0.25 Cr
Global Health LtdHealthcare0.36%₹0.24 Cr
Torrent Pharmaceuticals LtdHealthcare0.36%₹0.24 Cr
Torrent Pharmaceuticals LtdHealthcare0.36%₹0.24 Cr
Interglobe Aviation LtdIndustrials0.35%₹0.24 Cr
Interglobe Aviation LtdIndustrials0.35%₹0.24 Cr
Torrent Pharmaceuticals LtdHealthcare0.34%₹0.24 Cr
Torrent Pharmaceuticals LtdHealthcare0.34%₹0.24 Cr
Government Of India 35543 182 Days Tbill 07ag25 Fv Rs 100Financial0.30%₹0.20 Cr
Government Of India 36252 091 Days Tbill 30ot25 Fv Rs 100Financial0.29%₹0.20 Cr
Government Of India 36252 091 Days Tbill 30ot25 Fv Rs 100Financial0.29%₹0.20 Cr
Government Of India 36626 091 Days Tbill 15jn26 Fv Rs 100Financial0.28%₹0.20 Cr
Government Of India 36626 091 Days Tbill 15jn26 Fv Rs 100Financial0.28%₹0.20 Cr
Bank Nifty IndexFinancial0.29%₹0.20 Cr
Phoenix Mills LtdReal Estate0.25%₹0.17 Cr
Phoenix Mills LtdReal Estate0.25%₹0.17 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.17%₹0.12 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.17%₹0.12 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.16%₹0.11 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.16%₹0.11 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.15%₹0.10 Cr
Trent Ltd.Consumer Discretionary0.15%₹0.10 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.06%₹0.04 Cr
Godrej Consumer Products LtdConsumer Staples0.05%₹0.03 Cr
Godrej Consumer Products LtdConsumer Staples0.05%₹0.03 Cr
Godrej Consumer Products LtdConsumer Staples0.05%₹0.03 Cr
Godrej Consumer Products LtdConsumer Staples0.05%₹0.03 Cr
Garware Technical Fibres LtdConsumer Discretionary0.04%₹0.03 Cr
Garware Technical Fibres LtdConsumer Discretionary0.04%₹0.03 Cr
Havells India LtdConsumer Discretionary0.01%₹0.01 Cr
Net PayablesUnspecified-3.73%₹-2.65 Cr
Net PayablesUnspecified-3.73%₹-2.65 Cr
Net PayablesUnspecified-4.31%₹-2.91 Cr
Net PayablesUnspecified-4.62%₹-3.16 Cr
Net PayablesUnspecified-4.62%₹-3.16 Cr
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Top Equity Funds

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 Thu Jul 31, 2025, Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth manages assets worth ₹67.4 crore

How has Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth performed recently?

  • 3 Months: -0.43%
  • 6 Months: 14.50%

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

  • Since Inception: 6.76%

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

Equity: 96.49%, Debt: 5.02%, Others: -3.73%.

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: 67.82%, Mid Cap: 16.12%, Small Cap: 16.06%.

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

  • HDFC Bank Ltd – 9.19% of the fund's portfolio
  • HDFC Bank Ltd – 9.19% of the fund's portfolio
  • ICICI Bank Ltd – 8.94% of the fund's portfolio
  • ICICI Bank Ltd – 8.94% of the fund's portfolio
  • HDFC Bank Ltd – 9.43% of the fund's portfolio

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

  • Financial – 185.13% of the fund's portfolio
  • Technology – 104.04% of the fund's portfolio
  • Consumer Discretionary – 71.07% of the fund's portfolio
  • Industrials – 43.28% of the fund's portfolio
  • Healthcare – 34.44% of the fund's portfolio
View more FAQ's

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Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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