WhiteOak Mutual Fund

WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth

₹ 10.18

NAV (May 05)

0.87%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks 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
0.58 %
Launched <1Y
2024-10-30
AUM in Crores
59.6
ISIN
INF03VN01951
Lock-in (days)
No Lock-in
Benchmark
NIFTY 100 ESG Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-02-19

Top Stock Holdings

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Allocation by Sector

Financial

33.97%
33.970062%

Technology

12.39%
12.392995%

Services

10.37%
10.372432%

Healthcare

6.57%
6.570079%

Capital Goods

6.4%
6.400611%
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Frequently Asked Questions

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