QUICK FUND SUMMARY
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is an equity mutual fund managing assets worth ₹59.11 Cr. The current NAV is ₹10.14 as of Jul 20. It has delivered a maximum CAGR of 0.81%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Mahindra & Mahindra Ltd. and Kotak Mahindra Bank Ltd..
WhiteOak Capital ESG Best-In-Class Strategy Fund Details
Fund Size | ₹59.11 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹10.14 |
Plan Type | Regular |
Launch Date | 30 Oct 2024 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.64% |
WhiteOak Capital ESG Best-In-Class Strategy Fund Holdings
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WhiteOak Capital ESG Best-In-Class Strategy Fund Risk Indicator
The risk of the scheme is very high
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FAQs on WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital ESG Best-In-Class Strategy Fund is a Growth Equity mutual fund managed by White Oak Capital.
The current NAV of WhiteOak Capital ESG Best-In-Class Strategy Fund is ₹10.14 as of Jul 20.
You can invest in WhiteOak Capital ESG Best-In-Class Strategy Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for WhiteOak Capital ESG Best-In-Class Strategy Fund is ₹100.
The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund is 2.64%.
Short-term capital gains (STCG) on WhiteOak Capital ESG Best-In-Class Strategy Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
WhiteOak Capital ESG Best-In-Class Strategy Fund is managed by Mr. Ramesh Mantri.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.

