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WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
NAV: 30 Apr '26
₹9.91
Min. for SIP
₹100
Fund size (AUM)
₹48.84 Cr
Expense ratio
0.74%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,018 | +0.12% | |
| 6 months | ₹30,000 | ₹29,025 | -3.25% | |
| 1 year | ₹60,000 | ₹57,492 | -4.18% |
Holdings (67)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.54% |
| HDFC Bank Ltd. | Financial | Equity | 7.77% |
| Bharti Airtel Ltd. | Communication | Equity | 5.15% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.43% |
| Nestle India Ltd. | Consumer Staples | Equity | 4.24% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.40% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 3.04% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.85% |
| Bajaj Finserv Ltd. | Financial | Equity | 2.84% |
| Eternal Ltd. | Services | Equity | 2.71% |
| Nexus Select Trust | Construction | REITs | 2.46% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 2.12% |
| Muthoot Finance Ltd. | Financial | Equity | 2.12% |
| Pidilite Industries Ltd. | Chemicals | Equity | 2.11% |
| Persistent Systems Ltd. | Technology | Futures | 1.92% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.87% |
| Infosys Ltd. | Technology | Futures | 1.83% |
| Max Financial Services Ltd. | Financial | Equity | 1.72% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.70% |
| Cigniti Technologies Ltd. | Technology | Equity | 1.54% |
| Godrej Consumer Products Ltd. | Consumer Staples | Futures | 1.52% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.49% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.46% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.35% |
| Aadhar Housing Finance Ltd | Financial | Equity | 1.31% |
| Info Edge (India) Ltd. | Services | Equity | 1.31% |
| Asian Paints Ltd. | Chemicals | Equity | 1.25% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.25% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.10% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.04% |
| Reserve Bank of India | Financial | T-Bills | 1.02% |
| Tech Mahindra Ltd. | Technology | Equity | 0.98% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.93% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.89% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.82% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.81% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.77% |
| City Union Bank Ltd. | Financial | Equity | 0.74% |
| PB Fintech Ltd. | Services | Equity | 0.73% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.71% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.71% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.70% |
| Coforge Ltd. | Technology | Equity | 0.65% |
| Havells India Ltd. | Capital Goods | Equity | 0.61% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.56% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.55% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.55% |
| Esab India Ltd. | Capital Goods | Equity | 0.54% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.54% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.54% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.53% |
| Persistent Systems Ltd. | Technology | Equity | 0.52% |
| Reserve Bank of India | Financial | T-Bills | 0.51% |
| Maruti Suzuki India Ltd. | Automobile | Futures | 0.51% |
| Global Health Ltd. | Healthcare | Equity | 0.50% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.47% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.44% |
| Trent Ltd. | Services | Equity | 0.39% |
| Cipla Ltd. | Healthcare | Equity | 0.34% |
| CSB Bank Ltd. | Financial | Equity | 0.30% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.24% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.21% |
| Infosys Ltd. | Technology | Equity | 0.20% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.06% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.05% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.05% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -5.0% | -8.8% | -2.3% | -1.1% |
| Category average (Equity Thematic) | -- | -- | +4.1% | -- |
| Rank (Equity Thematic) | 7 | 8 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
PBPiyush BaranwalOct 2024 - PresentView details
PB
Piyush Baranwal
Oct 2024 - Present
View details
TATrupti AgrawalOct 2024 - PresentView details
TA
Trupti Agrawal
Oct 2024 - Present
View details
RMRamesh MantriOct 2024 - PresentView details
RM
Ramesh Mantri
Oct 2024 - Present
View details
DPDheeresh PathakOct 2024 - PresentView details
DP
Dheeresh Pathak
Oct 2024 - Present
View details
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
About WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,442 Cr and the Latest NAV as of 30 Apr 2026 is ₹9.91.
The WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
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Investment Objective
The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved.
Fund benchmarkNIFTY 100 ESG Total Return Index
Fund house
Rank (total assets)--
Total AUM₹32,442.06 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,