WhiteOak Capital ESG Best-In-Class Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹0.54% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
Rating
Not Rated
Minimum Investment
₹500
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹50 Cr
Created on
3 Oct 2024
Fund Ranking
#
/ 10 in Thematic-ESG
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
6 Month
-0.9%
1 Year
-9.4%
3 Year (CAGR)
-
All Time (CAGR)
-1.8%
Category Return
6 Month
-0.3%
1 Year
-5.9%
3 Year (CAGR)
8.0%
All Time (CAGR)
11.7%
Asset Allocation
Equity
90.7%
Debt
5.8%
Real Estate
2.7%
Other
0.7%
Top 5 Holdings
Top 5 Sectors
Asian Paints
1.62%
Bharat Electronics
2.13%
Cipla
0.79%
Colgate-Palmolive (India)
0.54%
Esab India
0.60%
Fund Information
Expense Ratio
2.66%
Exit Load
No Exit Load
Lock-In Period
No Lock-In
Managed By
Piyush Baranwal
Oct 2024 - Present
Ramesh Mantri
Oct 2024 - Present
Ashish Agrawal
Jan 2025 - Present
Trupti Agrawal
Oct 2024 - Present
Dheeresh Pathak
Oct 2024 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.00
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
0.00
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.