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WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth is an equity scheme managed by WhiteOak Capital Mutual Fund. The total expense ratio is 0.74% on assets of ₹53Cr. The fund is currently managed by Ms. Trupti Agarwal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI BANK LIMITED | Financial Services | 9.30% |
| HDFC BANK LIMITED | Financial Services | 7.55% |
| BHARTI AIRTEL LIMITED | Communication Services | 5.26% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 4.28% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.11% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.83% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.57% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 2.37% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 2.10% |
| PIDILITE INDUSTRIES LIMITED | Basic Materials | 2.08% |
| MUTHOOT FINANCE LIMITED | Financial Services | 1.88% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 1.69% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 1.58% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 1.52% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 1.46% |
| TECH MAHINDRA LIMITED | Technology | 1.37% |
| AADHAR HOUSING FINANCE LIMITED | Financial Services | 1.31% |
| ASIAN PAINTS LIMITED | Basic Materials | 1.30% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 1.28% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 1.08% |
| GLOBAL HEALTH LIMITED | Healthcare | 1.05% |
| THE PHOENIX MILLS LIMITED | Real Estate | 1.01% |
| JYOTHY LABS LIMITED | Consumer Defensive | 0.96% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 0.95% |
| POLY MEDICURE LIMITED | Healthcare | 0.95% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 10 | 30.79% |
| Automobile and Auto Components | — | 9.19% |
| Fast Moving Consumer Goods | — | 7.96% |
| Healthcare | 8 | 6.96% |
| Consumer Durables | — | 6.58% |
| Capital Goods | — | 5.32% |
| Telecommunication | — | 5.26% |
| Consumer Services | — | 4.35% |
| Information Technology | — | 4.11% |
| Chemicals | — | 3.60% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.41% | -1.85% | 5.88% | 8.34% | 12.23% | 69.3% |
Top-10 weight 41.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
The data points trend upward — alpha was stronger in larger-AUM periods. No evidence of capacity-induced decay in the available history.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 5 data points.
| 5Y |
|---|
| Star |
|---|
| Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹752 Cr | 0.90% | +11.06% | +9.18% | 4★ |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | SBI Mutual Fund | ₹5,265 Cr | 1.31% | +10.69% | +10.60% | 4★ |
| Axis ESG Integration Strategy Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹1,080 Cr | 1.35% | +10.06% | +8.23% | 3★ |
| Invesco India ESG Integration Strategy Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹376 Cr | 1.25% | +9.94% | +9.67% | 2★ |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION | Quantum Mutual Fund | ₹92 Cr | 0.74% | +9.46% | +9.08% | 3★ |