WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.55% .
The fund currently owns more than 56 stocks.
The top 10 holdings account for 50.80% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.48% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.67% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.55%
|
|
| 2 | Finance - Banks - Private Sector |
6.64%
|
|
| 3 | Food Processing & Packaging |
6.21%
|
|
| 4 |
6.12%
|
||
| 5 | Communication Services |
5.86%
|
|
| 6 | Consumer Discretionary |
4.94%
|
|
| 7 | Consumer Discretionary |
3.40%
|
|
| 8 | E-Commerce/E-Retail |
2.77%
|
|
| 9 | Finance - Banks - Private Sector |
2.67%
|
|
| 10 | IT Consulting & Software |
2.64%
|
|
| 11 | Holding Company |
2.63%
|
|
| 12 | Consumer Discretionary |
2.60%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Sectoral/Thematic
Launch Date: 11 Oct 2024
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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