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Compare WhiteOak Capital ESG Best-In-Class Strategy Fund vs Kotak ESG Exclusionary Strategy Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.34 | 2.28 |
NAV | ₹10.50 | ₹17.45 |
Fund Started | 11 Oct 2024 | 20 Nov 2020 |
Fund Size | ₹68.37 Cr | ₹850.26 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.34
2.28
NAV
₹10.50
₹17.45
Fund Started
11 Oct 2024
20 Nov 2020
Fund Size
₹68.37 Cr
₹850.26 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
0.5% for redemption within 90 Days
Returns
1 Year | - | -0.24% |
3 Year | - | 15.09% |
5 Year | - | - |
1 Year
-
-0.24%
3 Year
-
15.09%
5 Year
-
-
Holding Analysis
Equity | 96.45% | 99.24% |
Cash | -2.28% | 0.76% |
Equity
96.45%
99.24%
Cash
-2.28%
0.76%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.17% |
HDFC Bank Ltd. | 9.06% |
Mahindra & Mahindra Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.91% |
Eternal Ltd. | 3.09% |
Kotak Mahindra Bank Ltd. | 3.05% |
Tata Consultancy Services Ltd. | 2.66% |
Bharat Electronics Ltd. | 2.31% |
Titan Company Ltd. | 2.12% |
Pidilite Industries Ltd. | 2.04% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.05% |
Bharti Airtel Ltd. | 5.96% |
Eternal Ltd. | 5.74% |
ICICI Bank Ltd. | 4.76% |
Infosys Ltd. | 4.07% |
Tech Mahindra Ltd. | 3.95% |
Ultratech Cement Ltd. | 3.88% |
Bajaj Finance Ltd. | 3.88% |
Larsen & Toubro Ltd. | 3.87% |
Axis Bank Ltd. | 3.33% |
Fund Manager
Name | Ashish Agrawal | Arjun Khanna |
Start Date | 25 Feb 2025 | 10 Jun 2024 |
Name
Ashish Agrawal
Arjun Khanna
Start Date
25 Feb 2025
10 Jun 2024
About Fund
Description | The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved. | The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. |
Launch Date | 11 Oct 2024 | 20 Nov 2020 |
Description
The scheme seeks to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy. There is no assurance that the investment objective of the Scheme will be achieved.
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters.
Launch Date
11 Oct 2024
20 Nov 2020