WhiteOak Capital Mutual Fundimage

WhiteOak Capital ESG Best-In-Class Strategy Fund

EquitySectoral/ThematicGrowth

Fund Overview

NAV 

-

AUM (in Cr)

-

1 Month Returns

% 4.89

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
WhiteOak Capital ESG Best-In-Class Strategy Fund
4.89
0.00
0.00
0.00
0.00
0.00
Nifty100 ESG
0.40
-9.24
0.55
16.62
12.56
16.81
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Scheme Information

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.

Expense Ratio
% 2.36
Benchmark
Nifty100 ESG
AUM
-
Inception Date
11 Oct 2024
Turnover Ratio
-
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
Asset Class
Equity
amc-logo

WhiteOak Capital Mutual Fund

Total AUM

₹ 13160.74

No. of Schemes under this AMC

14

Phone

69187607

Email

clientservice@whiteoakamc.com

Incorporation Date

7/3/2018

Address

Unit No. B4, 6th Floor, Cnergy,, Appasaheb Marathe Marg,, Prabhadevi,

Mumbai - 400025

Back
WhiteOak Capital Mutual Fundimage

WhiteOak Capital ESG Best-In-Class Strategy Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading experts