WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Fund Details and Key Information

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹54.46 Cr

• Expense Ratio: 2.10%

• Cash Holding: 0.77%

• Plan Type: Growth

• Benchmark: Nifty 100 ESG TR INR

• Launch Date: 2024-10-30

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Returns and Performance

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 2.64%

• 3 Months: 5.26%

• 6 Months: -0.20%

• 1 Year: 1.47%

• 3 Years: -

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Risk Level and Volatility

Understanding risk is important before investing. WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Portfolio Allocation

The asset allocation of WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr shows how investments are distributed across asset classes.

• Equity Allocation: 99.23%

• Cash Allocation: 0.77%

This allocation plays a key role in determining the fund’s risk and return profile.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Sector Allocation

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 6.93%

• Communication Services: 6.63%

• Consumer Cyclical: 15.39%

• Consumer Defensive: 8.16%

• Financial Services: 31.23%

• Healthcare: 8.23%

• Industrials: 6.73%

• Real Estate: 3.58%

• Technology: 3.07%

• Utilities: 1.84%

Sector allocation data helps investors understand which industries the fund is focusing on.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Fund House

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr is managed by:

AMC Name: WhiteOak Capital Asset Management Limited

A strong fund house with a proven track record can improve investor confidence.

WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr Minimum Investment

Investors can start investing in WhiteOak Cptl ESG Bst-In-Cls Stgy Reg Gr with:

Minimum Investment: ₹500

This makes the fund accessible for both beginners and experienced investors.