WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth
Equity: Thematic-ESG - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-ESGBenchmark: NIFTY 100 ESG Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.7-0.69%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 10 Nov, 2025 - 23 Oct, 2026 | - | - | - |
| Average returns | 1.22% | - | - | - |
| Standard deviation | 5.62% | - | - | - |
| Best returns | 13.19% 1 year ending on 20 Nov, 2025 | - | - | - |
| Worst returns | -9.71% 1 year ending on 23 Oct, 2026 | - | - | - |
| Period with positive return | 51.90% | - | - | - |
| Period with return > 5% | 33.33% | - | - | - |
| Period with return > 10% | 4.64% | - | - | - |
| Period with return > 15% | 0.00% | - | - | - |
| Beat % Category | 29.96% | - | - | - |
| Beat % Benchmark | 3.80% | - | - | - |
Trailing Returns
Point-to-point returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
-5%
0%
5%
10%
-10.5%
-8.7%
-9.4%
YTD
-5.6%
-5.7%
-4.5%
1 M
-3.1%
-3.5%
-4.8%
6 M
-10.8%
-8.9%
-7.7%
1 Y
9.0%
9.4%
3 Y
6.9%
6.2%
5 Y
12.3%
12.6%
10 Y
Fund
Equity: Thematic-ESG
NIFTY 100 ESG Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -10.48% | -5.62% | -3.08% | -10.76% | - | - | - | -1.53% |
| Equity: Thematic-ESG | -8.74% | -5.75% | -3.48% | -8.89% | 8.96% | 6.92% | 12.26% | - |
| NIFTY 100 ESG Total Return Index | -9.41% | -4.47% | -4.76% | -7.74% | 9.40% | 6.21% | 12.55% | - |
| Rank in category | 6 | 6 | 3 | 6 | - | - | - | - |
| Funds in category | 10 | 11 | 11 | 10 | 9 | 9 | 1 | - |
Period Returns
Calendar-year, quarterly and monthly return history of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth has delivered a 1-year return of -10.76% as of 22 Oct 2026. During the same period, its benchmark NIFTY 100 ESG Total Return Index returned -7.74%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The 3-year CAGR for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The 5-year CAGR for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth since inception?
Since its launch on 30 Oct 2024, WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth has delivered a CAGR of -1.53%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth performed vs its category over the long term?
Category rank for WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The Sharpe ratio of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The alpha of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The beta of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth?
The average 1-year and 3-year rolling returns of WhiteOak Capital ESG Best-In-Class Strategy Fund Direct-Growth is 1.22% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.