WhiteOak Capital ESG Best-In-Class Strategy Fund(G) Mutual fund

WhiteOak Capital ESG Best-In-Class Strategy Fund(G)

Q: How to Invest in WhiteOak Capital ESG Best-In-Class Strategy Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is WhiteOak Capital ESG Best-In-Class Strategy Fund good?

The WhiteOak Capital ESG Best-In-Class Strategy Fund has an AUM of ₹59.34 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is WhiteOak Capital ESG Best-In-Class Strategy Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of WhiteOak Capital ESG Best-In-Class Strategy Fund?

There is no lock-in period applicable on WhiteOak Capital ESG Best-In-Class Strategy Fund.

Q: What is the expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund?

The expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund is 2.36%.

Equity

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Sectoral

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Fund Details

Current NAV

₹10.13

Expense Ratio

2.36%

Min SIP

₹100

Fund Size

₹59Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment

Fund Performance

Alpha

18.13%

Beta

3.68

Sharpe Ratio

Risk

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

WhiteOak Capital ESG Best-In-Class Strategy Fund(G) FAQs

Q1. How to Invest in WhiteOak Capital ESG Best-In-Class Strategy Fund through Rupeezy?

Q2. Is WhiteOak Capital ESG Best-In-Class Strategy Fund good?

Q3. Is WhiteOak Capital ESG Best-In-Class Strategy Fund tax free?

Q4. What is the lock-in period of WhiteOak Capital ESG Best-In-Class Strategy Fund?

Q5. What is the expense ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund?

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