← WhiteOak Capital Mutual Fund
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF03VN01969
NAV · 06-Jul-2026
₹10.1470
1M
+5.47%
6M
-6.07%
1Y (CAGR)
-5.15%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+0.72%
NAV history
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Risk & SIP analytics
Volatility (3y)
13.66%
Downside dev (3y)
9.72%
Max drawdown (3y)
-17.6%
Calendar-year returns
2025 +4.9%
Fund facts
Fund managerPiyush Baranwal · Ramesh Mantri · Trupti Agrawal · Dheeresh Pathak · Ashish Agrawal
AUM₹536 Cr
TER · AMFI officialDirect 1.03% · Regular 2.67% (2026-06-30)
Launch date11-Oct-2024
Plan typeOpen Ended · Equity
Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter
Lock-inNone
Volatility13.66
AMCWhiteOak Capital Asset Management Limited
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.
scheme documents ↗