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WhiteOak Capital ESG Best-In-Class Strategy Fund
Fund Overview
| Expense ratio | 0.57% as on Aug 31, 2025 |
| Exit load | 1.0% |
| AUM (Fund size) | ₹68 Cr |
| Lock-in Period | Nil |
| Age | 11 m since Oct 11, 2024 |
| Benchmark | NIFTY 100 ESG TRI |
| Min. investment | SIP: ₹1000 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| WhiteOak Capital ESG Best-In-Class Strategy Fund | -0.5% | 6.71% | N.A. | N.A. | N.A. | N.A. |
| SBI ESG Exclusionary Strategy Fund | 0.56% | 5.8% | -3.99% | 15.07% | 18.46% | 13.39% |
| Quantum ESG Best In Class Strategy Fund | -0.76% | 6.31% | -6.8% | 14.71% | 18.27% | 9.57% |
| Axis ESG Integration Strategy Fund | 0.58% | 4.64% | -7.74% | 15.18% | 15.96% | 8.36% |
| Quant ESG Integration Strategy Fund | 3.25% | 7.37% | -12.96% | 16.66% | 28.01% | 13.14% |
| ICICI Prudential ESG Exclusionary Strategy Fund | 1.54% | 8.46% | -3.22% | 21.22% | 18.85% | 9.02% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| WhiteOak Capital ESG Best-In-Class Strategy Fund | N.A. | N.A. | N.A. | N.A. |
| SBI ESG Exclusionary Strategy Fund | 11.91 | 0.91 | 0.55 | 0.90 |
| Quantum ESG Best In Class Strategy Fund | 12.46 | 0.94 | 0.57 | 0.84 |
| Axis ESG Integration Strategy Fund | 12.43 | 0.88 | 0.51 | 0.77 |
| Quant ESG Integration Strategy Fund | 16.41 | 1.09 | 0.55 | 0.92 |
| ICICI Prudential ESG Exclusionary Strategy Fund | 12.21 | 0.89 | 1.04 | 1.71 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| WhiteOak Capital ESG Best-In-Class Strategy Fund | 68 Cr | 11 m | 0.57% |
| SBI ESG Exclusionary Strategy Fund | 5,605 Cr | 12 yrs 8 m | 1.34% |
| Quantum ESG Best In Class Strategy Fund | 106 Cr | 6 yrs 3 m | 0.75% |
| Axis ESG Integration Strategy Fund | 1,200 Cr | 5 yrs 8 m | 1.34% |
| Quant ESG Integration Strategy Fund | 273 Cr | 4 yrs 11 m | 0.92% |
| ICICI Prudential ESG Exclusionary Strategy Fund | 1,477 Cr | 5 yrs | 1.01% |