- Home
- Mutual Funds
- WhiteOak Capital Mutual Fund
- Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
Fund Overview of Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
-
₹53.6 CrAUM
-
₹9.85NAV
-
2.47%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 5.36% | NA | 1.93% |
| 6 Months | -6.78% | NA | 9.88% |
| 1 Year | -5.17% | -5.17% | -1.38% |
Compare Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth with other mutual funds in the same category
Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
Quant Esg Integration Strategy Fund Direct-growth
Quant Esg Integration Strategy Fund Direct-idcw
Asset Allocation
equities
97.41%debt instruments
8.17%Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 30 Oct 2024, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of companies following Environment, Social and Governance (ESG) adopting Best-In-Class Strategy. It manages assets worth ₹53.6 crore as on Sun May 31, 2026. The expense ratio stands at 2.47%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
The portfolio allocation consists of 97.41% in equities, 8.17% in debt instruments.Managed by Ramesh Mantri, it has delivered a return of -5.17% in the last year, a total return since inception of -0.91%.
Depending on individual goals investors often compare best sip plan during their long-term financial strategy.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Esg Integration Strategy Fund Direct-growth  |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹294 | 6.86% | 24.91% | 16.21% | 21.06% | 21.30% |
| Quant Esg Integration Strategy Fund Regular-growth |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹294 | 6.72% | 24.42% | 14.47% | 19.17% | 19.41% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | 1.71% | 4.29% | -4.27% | 15.05% | 11.84% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | 3.75% | 6.37% | -0.07% | 11.20% | 10.86% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹559 | 2.82% | 5.22% | 0.42% | 12.86% | 10.63% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Esg Best-in-class Strategy Fund Direct-growth
|
₹54 | 2.53% | 5.81% | -5.97% | -3.51% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Esg Exclusionary Strategy Fund-growth |
₹5,249 | ₹236.28 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹5,249 | ₹260.29 | 11.20% | 10.86% | 12.74% |
| SBI Esg Exclusionary Strategy Fund-idcw |
₹5,249 | ₹73.90 | 10.52% | 10.15% | 11.91% |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹5,249 | ₹93.44 | 11.20% | 10.86% | 12.74% |
| ICICI Prudential Esg Exclusionary Strategy Fund-growth |
₹1,319 | ₹21.02 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹1,319 | ₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund-idcw |
₹1,319 | ₹14.29 | 13.73% | 10.46% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹1,319 | ₹15.73 | 15.05% | 11.84% | - |
| Axis Esg Integration Strategy Fund Regular-growth |
₹1,062 | ₹20.80 | 9.03% | 7.20% | - |
| Axis Esg Integration Strategy Fund Direct-growth |
₹1,062 | ₹22.50 | 10.06% | 8.43% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 9.55% | ₹5.12 Cr |
| Hdfc Bank Ltd | Financial | 7.70% | ₹4.13 Cr |
| Nestle India Ltd | Consumer Staples | 5.69% | ₹3.05 Cr |
| Bharti Airtel Ltd | Technology | 5.46% | ₹2.93 Cr |
| Others Cblo | Unspecified | 5.11% | ₹2.74 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.44% | ₹2.38 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.67% | ₹1.97 Cr |
| Titan Company Ltd | Consumer Discretionary | 2.85% | ₹1.53 Cr |
| Zomato Ltd | Technology | 2.70% | ₹1.45 Cr |
| Bharat Electronics Ltd | Industrials | 2.66% | ₹1.43 Cr |
| Bajaj Finserv Ltd | Financial | 2.59% | ₹1.39 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.40% | ₹1.29 Cr |
| Coforge Ltd | Technology | 2.34% | ₹1.25 Cr |
| Nexus Select Trust | Industrials | 2.31% | ₹1.24 Cr |
| Pidilite Industries Ltd | Materials | 2.22% | ₹1.19 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 1.90% | ₹1.02 Cr |
| Max Financial Services Ltd | Financial | 1.76% | ₹0.95 Cr |
| Persistent Systems Limited | Technology | 1.74% | ₹0.93 Cr |
| Hindalco Industries Ltd | Materials | 1.70% | ₹0.91 Cr |
| Navin Fluorine International Ltd | Materials | 1.57% | ₹0.84 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Esg Integration Strategy Fund Direct-growth |
₹41.31 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Direct-idcw |
₹41.26 | 21.06% | 21.30% | - |
| Quant Esg Integration Strategy Fund Regular-growth |
₹37.88 | 19.17% | 19.41% | - |
| Quant Esg Integration Strategy Fund Regular-idcw |
₹37.70 | 19.17% | 19.41% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-growth |
₹22.63 | 15.05% | 11.84% | - |
| ICICI Prudential Esg Exclusionary Strategy Fund Direct-idcw |
₹15.73 | 15.05% | 11.84% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-growth |
₹260.29 | 11.20% | 10.86% | - |
| SBI Esg Exclusionary Strategy Fund Direct Plan-idcw |
₹93.44 | 11.20% | 10.86% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-growth |
₹18.96 | 12.86% | 10.63% | - |
| Aditya Birla Sun Life Esg Integration Strategy Fund Direct-idcw |
₹15.40 | 12.86% | 10.63% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth
What is the current AUM of Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth?
As of Sun May 31, 2026, Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth manages assets worth ₹53.6 crore
How has Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth performed recently?
- 3 Months: 5.36%
- 6 Months: -6.78%
What is the portfolio composition of Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth?
Equity: 97.41%, Debt: 8.17%, Others: -7.89%.
Who manages Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth?
Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth is managed by Ramesh Mantri from WhiteOak Capital Mutual Fund.
What is the market-cap allocation of Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth?
Large Cap: 68.84%, Mid Cap: 14.76%, Small Cap: 16.40%.
Which are the top companies Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth has invested in?
- ICICI Bank Ltd – 9.55% of the fund's portfolio
- HDFC Bank Ltd – 7.70% of the fund's portfolio
- Nestle India Ltd – 5.69% of the fund's portfolio
- Bharti Airtel Ltd – 5.46% of the fund's portfolio
- Others CBLO – 5.11% of the fund's portfolio
Which are the major sectors Whiteoak Capital Esg Best-in-class Strategy Fund Regular-growth focuses on?
- Financial – 25.27% of the fund's portfolio
- Technology – 12.24% of the fund's portfolio
- Consumer Discretionary – 9.69% of the fund's portfolio
- Consumer Staples – 5.69% of the fund's portfolio
- Materials – 5.49% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
