WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth is an equity fund. This fund was started on 30 October, 2024. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth has ₹60 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.6.
   

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth has given a CAGR return of -5.15% since inception.

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Industrial, Communication, Health, Consumer Defensive, Basic Materials, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Kotak Mahindra Bank Ltd, Tata Consultancy Services Ltd, Bharti Airtel Ltd

As it is a equity - esg mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth has no lock in period.