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WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
NAV: 20 Mar '26
₹9.40
Min. for SIP
₹100
Fund size
₹54.98 Cr
Expense ratio
0.70%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,038 | -6.41% | |
| 6 months | ₹30,000 | ₹27,213 | -9.29% | |
| 1 year | ₹60,000 | ₹54,533 | -9.11% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.94% |
| HDFC Bank Ltd. | Financial | Equity | 9.40% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.53% |
| Nestle India Ltd. | Consumer Staples | Equity | 4.15% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.34% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 2.96% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.81% |
| Eternal Ltd. | Services | Equity | 2.59% |
| Nexus Select Trust | Construction | REITs | 2.35% |
| Pidilite Industries Ltd. | Chemicals | Equity | 2.18% |
| Persistent Systems Ltd. | Technology | Equity | 2.17% |
| Bharti Airtel Ltd. | Communication | Equity | 2.16% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 2.09% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.01% |
| Muthoot Finance Ltd. | Financial | Equity | 2.00% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.99% |
| Max Financial Services Ltd. | Financial | Equity | 1.86% |
| Infosys Ltd. | Technology | Futures | 1.71% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.69% |
| Godrej Consumer Products Ltd. | Consumer Staples | Futures | 1.67% |
| Cigniti Technologies Ltd. | Technology | Equity | 1.47% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.45% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.36% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.34% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.25% |
| Info Edge (India) Ltd. | Services | Equity | 1.24% |
| Asian Paints Ltd. | Chemicals | Equity | 1.22% |
| Aadhar Housing Finance Ltd | Financial | Equity | 1.19% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.17% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.10% |
| Bajaj Finance Ltd. | Financial | Equity | 1.07% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 1.01% |
| Interglobe Aviation Ltd. | Services | Equity | 0.96% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.92% |
| Reserve Bank of India | Financial | T-Bills | 0.90% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.88% |
| Tech Mahindra Ltd. | Technology | Equity | 0.85% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.81% |
| City Union Bank Ltd. | Financial | Equity | 0.78% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.77% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.76% |
| Reserve Bank of India | Financial | T-Bills | 0.72% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.69% |
| PB Fintech Ltd. | Services | Equity | 0.67% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.67% |
| Cipla Ltd. | Healthcare | Equity | 0.64% |
| Havells India Ltd. | Capital Goods | Equity | 0.64% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.61% |
| Coforge Ltd. | Technology | Equity | 0.61% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.59% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.56% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.56% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.55% |
| Maruti Suzuki India Ltd. | Automobile | Futures | 0.54% |
| Esab India Ltd. | Capital Goods | Equity | 0.54% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.53% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.53% |
| Global Health Ltd. | Healthcare | Equity | 0.53% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.48% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.47% |
| Reserve Bank of India | Financial | T-Bills | 0.45% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.45% |
| Trent Ltd. | Services | Equity | 0.41% |
| CSB Bank Ltd. | Financial | Equity | 0.31% |
| Firstsource Solutions Ltd. | Services | Equity | 0.28% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.27% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.24% |
| Infosys Ltd. | Technology | Equity | 0.18% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.07% |
| 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 | -13.6% | -12.1% | +2.0% | -5.8% |
| Category average (Equity Thematic) | -- | -- | +4.1% | -- |
| Rank (Equity Thematic) | 9 | 8 | 8 | -- |
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 ₹33,884 Cr and the Latest NAV as of 20 Mar 2026 is ₹9.40.
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)--
Total AUM₹33,884.45 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,