Investment 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…
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Portfolio
As of 8 Oct 2026
Asset class
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Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -5.62% | -6.21% | +3.10% | -10.16% | -8.73% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 100 ESG Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
WhiteOak Capital ESG Best In Class Strategy Fund Regular Plan Growth is a Thematic - ESG equity fund from WhiteOak Capital Asset Management Limited, launched on 25 Oct 2024. Its benchmark is the NIFTY 100 ESG Index. The expense ratio is 2.66% a year. It manages ₹52 crore. The NAV was ₹9.40 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -8.73% | 17.63% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2024 to 2026, the fund returned more than the NIFTY 100 ESG Index in 0 of 3 calendar years. The 2026 figure is year to date.
| Year | 2024 | 2025 | 2026 YTD |
|---|---|---|---|
| This fund | +1.20% | +4.89% | -10.16% |
| Benchmark | +12.77% |
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| +11.72% |
| -5.17% |
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