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WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
Equity
Thematic
Very High Risk
NAV: 27 Feb '26
₹10.20
Min. for SIP
₹100
Fund size
₹56.57 Cr
Expense ratio
0.67%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,589 | -2.74% | |
| 6 months | ₹30,000 | ₹28,984 | -3.39% | |
| 1 year | ₹60,000 | ₹59,196 | -1.34% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.73% |
| HDFC Bank Ltd. | Financial | Equity | 9.57% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.45% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.90% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.19% |
| Eternal Ltd. | Services | Equity | 2.79% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.76% |
| Persistent Systems Ltd. | Technology | Equity | 2.69% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.64% |
| Muthoot Finance Ltd. | Financial | Equity | 2.22% |
| Bharti Airtel Ltd. | Communication | Equity | 2.20% |
| Nexus Select Trust | Construction | REITs | 2.18% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.15% |
| Infosys Ltd. | Technology | Futures | 2.09% |
| Pidilite Industries Ltd. | Chemicals | Equity | 2.03% |
| Cigniti Technologies Ltd. | Technology | Equity | 1.96% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.94% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.92% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.90% |
| Max Financial Services Ltd. | Financial | Equity | 1.61% |
| Godrej Consumer Products Ltd. | Consumer Staples | Futures | 1.54% |
| Info Edge (India) Ltd. | Services | Equity | 1.46% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.38% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.27% |
| Aadhar Housing Finance Ltd | Financial | Equity | 1.24% |
| Asian Paints Ltd. | Chemicals | Equity | 1.21% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.21% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.15% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.08% |
| Tech Mahindra Ltd. | Technology | Equity | 1.07% |
| Bajaj Finance Ltd. | Financial | Equity | 0.97% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.97% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.90% |
| Interglobe Aviation Ltd. | Services | Equity | 0.89% |
| Reserve Bank of India | Financial | T-Bills | 0.87% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.84% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.84% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.83% |
| Coforge Ltd. | Technology | Equity | 0.83% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.81% |
| City Union Bank Ltd. | Financial | Equity | 0.80% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.79% |
| PB Fintech Ltd. | Services | Equity | 0.73% |
| Reserve Bank of India | Financial | T-Bills | 0.70% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.70% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.68% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.68% |
| Cipla Ltd. | Healthcare | Equity | 0.61% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.59% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.58% |
| Havells India Ltd. | Capital Goods | Equity | 0.57% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.56% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.54% |
| Esab India Ltd. | Capital Goods | Equity | 0.53% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.53% |
| Maruti Suzuki India Ltd. | Automobile | Futures | 0.52% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.52% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.51% |
| Global Health Ltd. | Healthcare | Equity | 0.47% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.46% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.45% |
| Reserve Bank of India | Financial | T-Bills | 0.44% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.42% |
| Firstsource Solutions Ltd. | Services | Equity | 0.41% |
| Trent Ltd. | Services | Equity | 0.39% |
| CSB Bank Ltd. | Financial | Equity | 0.33% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.30% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.26% |
| Infosys Ltd. | Technology | Equity | 0.22% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.06% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.04% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.04% |
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 | -6.0% | -3.3% | +8.9% | +3.6% |
| Category average (Equity Thematic) | -- | -- | +4.1% | -- |
| Rank (Equity Thematic) | 9 | 9 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 1 month.
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
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
RMRamesh MantriOct 2024 - PresentView details
RM
Ramesh Mantri
Oct 2024 - Present
View details
TATrupti AgrawalOct 2024 - PresentView details
TA
Trupti Agrawal
Oct 2024 - Present
View details
DPDheeresh PathakOct 2024 - PresentView details
DP
Dheeresh Pathak
Oct 2024 - 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 ₹32,686 Cr and the Latest NAV as of 27 Feb 2026 is ₹10.20.
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. Exit load of 1%, if redeemed within 1 month.
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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)NA
Total AUM₹32,686.09 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,