| Launch date | 11 Oct 2024 |
| Allotment date | 30 Nov 2024 |
| End date | 25 Oct 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.59%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 month.
Stamp duty
0.005% (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.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Piyush BaranwalOct 2024 - PresentView details
Ramesh MantriOct 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | NA |
|---|---|
| Total AUM | ₹11,878.38Cr |
| Date of Incorporation | 03 Jul 2018 |
|---|
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. Ramesh Mantri 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 ₹11,878 Cr and the Latest NAV as of 13 Dec 2024 is ₹10.51. 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. ;
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 benchmark | NIFTY 100 ESG Total Return Index |
|---|