WhiteOak Capital ESG Best-In-Class Strategy Fund Regular-Growth
Equity
Thematic-ESG
₹-0.59% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹60 Cr
- Created on3 Oct 2024
Fund Ranking
#
/ 10 in Thematic-ESG
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-2.1%
- 1 Year-5.1%
- 3 Year (CAGR)-
- All Time (CAGR)0.6%
Category Return
- 6 Month-0.0%
- 1 Year-1.5%
- 3 Year (CAGR)10.3%
- All Time (CAGR)-
Asset Allocation
- Equity89.2%
- Debt7.4%
- Real Estate2.2%
- Other1.2%
Top 5 Holdings
Top 5 Sectors
- Asian Paints1.25%
- Bharat Electronics2.85%
- Cipla0.34%
- Colgate-Palmolive (India)0.55%
- Esab India0.54%
Fund Information
- Expense Ratio2.64%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00