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WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
NAV: 28 Aug '26
₹10.67
Min. for SIP
₹100
Fund size (AUM)
₹53.83 Cr
Expense ratio
0.97%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,327 | +2.18% | |
| 6 months | ₹30,000 | ₹31,484 | +4.95% | |
| 1 year | ₹60,000 | ₹61,689 | +2.81% |
Holdings (63)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 9.55% |
| HDFC Bank Ltd | Financial | Equity | 6.64% |
| Nestle India Ltd | Consumer Staples | Equity | 6.21% |
| Others CBLO | Unspecified | CBLO | 6.12% |
| Bharti Airtel Ltd | Technology | Equity | 5.86% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 4.94% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.40% |
| Zomato Ltd | Technology | Equity | 2.77% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.67% |
| Coforge Ltd | Technology | Equity | 2.64% |
| Bajaj Finserv Ltd | Financial | Equity | 2.63% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.60% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 2.47% |
| Pidilite Industries Ltd | Materials | Equity | 2.40% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.19% |
| Bharat Electronics Ltd | Industrials | Equity | 2.03% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 1.85% |
| Persistent Systems Limited | Technology | Futures | 1.81% |
| Asian Paints Ltd | Materials | Equity | 1.69% |
| Max Financial Services Ltd | Financial | Equity | 1.57% |
| Navin Fluorine International Ltd | Materials | Equity | 1.56% |
| Info Edge (India) Ltd | Technology | Equity | 1.50% |
| Tech Mahindra Ltd Futures | Technology | Futures | 1.47% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 1.43% |
| Muthoot Finance Ltd | Financial | Equity | 1.43% |
| Tata Consultancy Services Ltd Futures | Technology | Futures | 1.39% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.35% |
| Infosys Ltd Futures | Technology | Futures | 1.35% |
| Global Health Ltd | Healthcare | Equity | 1.31% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.23% |
| Hindalco Industries Ltd | Materials | Equity | 1.23% |
| National Stock Exchange Of India Ltd Index ID | Financial | Index Derivatives | 1.18% |
| Tata Global Beverages Ltd Futures | Consumer Staples | Futures | 1.11% |
| Godrej Consumer Products Ltd Futures | Consumer Staples | Futures | 1.09% |
| Poly Medicure Ltd | Healthcare | Equity | 1.05% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.96% |
| 91 DAYS T-BILL - 24SEP2026 | Financial | Treasury Bills | 0.93% |
| GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100 | Financial | Treasury Bills | 0.93% |
| AIA Engineering Ltd | Industrials | Equity | 0.82% |
| Cipla Ltd | Healthcare | Equity | 0.78% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.78% |
| City Union Bank Ltd | Financial | Equity | 0.77% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 0.76% |
| PB Fintech Ltd | Financial | Equity | 0.74% |
| GOVERNMENT OF INDIA 37490 091 DAYS TBILL 10SP26 FV RS 100 | Financial | Treasury Bills | 0.74% |
| Supreme Industries Ltd | Materials | Equity | 0.72% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.67% |
| Indigo Paints Ltd | Materials | Equity | 0.67% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 0.63% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.59% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.58% |
| Esab India Ltd | Industrials | Equity | 0.56% |
| Gillette India Ltd | Consumer Staples | Equity | 0.52% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 0.51% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 0.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.43% |
| Persistent Systems Ltd | Technology | Equity | 0.26% |
| Infosys Ltd | Technology | Equity | 0.16% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.08% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.06% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.05% |
| Tech Mahindra Ltd | Technology | Equity | 0.04% |
| Net Payables | Unspecified | Net Payables | -6.93% |
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 | +7.5% | +2.8% | -0.7% | +6.5% |
| Category average (Equity Thematic) | -- | -- | +4.1% | -- |
| Rank (Equity Thematic) | 3 | 3 | 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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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 ₹43,528 Cr and the Latest NAV as of 28 Aug 2026 is ₹10.67.
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₹43,528.47 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,