WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Thematic-ESG |
| Launch Date: 30-10-2024 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 ESG TRI |
| TER: 2.67% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 54.46 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 1.14% | Exit Load: Nil |
10.421
0.13 (1.2091%)
2.65%
Benchmark: 12.76%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the scheme is 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth | 30-10-2024 | 0.81 | - | - | - | - |
| Quant ESG Integration Strategy Fund - Growth Option - Regular Plan | 05-11-2020 | 22.5 | 1.89 | 16.79 | 17.59 | - |
| Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth | 24-12-2020 | 6.39 | 3.62 | 12.51 | 8.97 | - |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | 01-11-2006 | 5.13 | 1.49 | 11.12 | 10.0 | 11.72 |
| Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | 05-12-2020 | 3.12 | 0.29 | 10.65 | 7.79 | - |
| Axis ESG Integration Strategy Fund - Regular Plan - Growth Option | 01-02-2020 | 1.72 | -0.21 | 9.79 | 7.09 | - |
| Invesco India ESG Integration Strategy Fund - Growth | 18-03-2021 | 1.45 | -0.71 | 10.51 | 7.97 | - |
| Quantum ESG Best In Class Strategy Fund - Regular Plan - Growth Option | 05-07-2019 | 1.31 | -0.23 | 9.61 | 8.06 | - |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | 05-10-2020 | -0.23 | 1.21 | 13.41 | 10.12 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.58%
Others
11.84%
Large Cap
61.54%
Mid Cap
14.04%
