WhiteOak Capital ESG Best-In-Class Strategy Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.69% | -4.63% | -6.14% | -3.33% | -10.12% | – | – | – | – |
NAV history
About this fund
WhiteOak Capital ESG Best-In-Class Strategy Fund is a sectoral/thematic equity fund offered by WhiteOak Capital Mutual Fund, classified under Equity as Sectoral/Thematic - ESG. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.77, with assets under management of about ₹54 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, WhiteOak Capital ESG Best-In-Class Strategy Fund has recorded a return of about -10.1%. Its annualised volatility is 13.3% — moderate fluctuations — and its Sharpe ratio is -1.25, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.67%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 1.33 | 0.52 | -10.12 | 12.41 | 52% | 1% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas ESG Best-in-Class Strategy Fund Sectoral/Thematic - ESG | -4.44 | -6.09 | -5.85 | – | – | – | – | 0.75 |
| SBI ESG Exclusionary Strategy Fund Sectoral/Thematic - ESG | -3.65 | -5.59 | -5.55 | -8.10 | 7.72 | 6.43 | 11.05 | 1.09 |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND Sectoral/Thematic - ESG | -5.11 | -6.10 | -3.81 | -10.07 | 6.41 | 5.79 | – | 0.63 |
| Axis ESG Integration Strategy Fund Sectoral/Thematic - ESG | -5.03 | -6.42 | -5.24 | -10.50 | 7.19 | 3.95 | – | 1.16 |
| ICICI Prudential ESG Exclusionary Strategy Fund Sectoral/Thematic - ESG | -5.69 | -6.52 | -6.88 | -13.20 | 9.13 | 8.45 | – | 0.91 |
| quant ESG Integration Strategy Fund Sectoral/Thematic - ESG | -4.70 | -4.09 | 11.59 | 13.59 | 16.14 | 16.98 | – | 0.80 |
| Kotak ESG Exclusionary Strategy Fund Sectoral/Thematic - ESG | -3.33 | -5.42 | -5.56 | -9.27 | 7.63 | 6.56 | – | – |
| Aditya Birla Sun Life ESG Integration Strategy Fund Sectoral/Thematic - ESG | -3.21 | -4.26 | -4.01 | -6.45 | 9.90 | 5.59 | – | 1.19 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Multi Cap Fund Equity Scheme - Multi Cap Fund | -5.18 | -4.60 | 1.28 | -0.74 | 16.35 | – | – | 0.49 |
| WhiteOak Capital Balanced Hybrid Fund Hybrid Scheme - Balanced Hybrid Fund | -2.52 | -2.28 | 0.39 | -1.21 | – | – | – | 0.54 |
| WhiteOak Capital Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -5.60 | -6.14 | -2.11 | -3.69 | – | – | – | 0.46 |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/Thematic - Banking/Financial | -5.07 | -6.73 | -4.23 | -4.34 | – | – | – | 0.62 |
| WhiteOak Capital Pharma and Healthcare Fund Sectoral/Thematic - Pharma/Healthcare | -7.99 | -3.06 | 13.38 | 11.75 | – | – | – | 0.54 |
| WhiteOak Capital Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.43 | -2.27 | 6.18 | 6.53 | – | – | – | 0.53 |
| WhiteOak Capital Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.59 | 3.39 | 7.10 | – | – | – | 0.40 |
| WhiteOak Capital Digital Bharat Fund Sectoral/Thematic - Technology/IT | -0.55 | 2.19 | 11.89 | -2.55 | – | – | – | 0.61 |