• Open Account

WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)

Sectoral / Thematic • OPEN
NAV as of May 18, 2026
₹9.63
1 day change
Returns since inception
-2.43%
CAGR
AUM (Fund size)
₹53 Cr
NAV: ₹ 9.63
as on May 18, 2026
WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)

WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G) Overview

AUM (Fund size) ₹ 53 Cr
Expense ratio 2.47 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 100 ESG TRI
Min. investment SIP: ₹100    Lumpsum: ₹500
Age 1 yrs 7 m since Oct 11, 2024
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
21.75%
Debt
8.03%
Finance
7.16%
Automobiles
6.30%
Consumer Durables
6.18%

Top Holdings

ICICI Bank 9.54%
HDFC Bank 7.77%
C C I 5.68%
Bharti Airtel 5.15%
M & M 4.43%
Nestle India 4.24%
Kotak Mah. Bank 3.40%
Titan Company 3.04%
Bharat Electron 2.85%
Bajaj Finserv 2.84%

Scheme Information

WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G) was launched on 11/10/2024. The fund manages ₹53 Cr in assets. Its current expense ratio is 2.47%.

Fund Manager: Ramesh Mantri

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)

The current expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G) is 2.47%.

The AUM of WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G) is ₹53 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G) allows both SIP and lump sum investments.

The latest NAV is ₹9.63.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×