sectorHigh risk

WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From WhiteOak Capital Mutual Fund. It's been running since 31 Oct 2024.

Latest price per unit

₹10.49

▼ 0.35% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.9k

▼ ₹1.1k loss · -1.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

13.3%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.16%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-1.08%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch2.89%

Volatility — 1 year (annualised)12.85%

Volatility — 3 years (annualised)13.29%

Max drawdown — 1 year-17.16%

Max drawdown — 3 years-17.16%

Sharpe ratio — 1 year (rf=6%)-0.55

Sharpe ratio — 3 years (rf=6%)-0.23

Fund info

Fund house: WhiteOak Capital Mutual Fund
Category: Equity Schemes - Thematic Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF03VN01951
ISIN (Div re-invest): —
Fund code: 152962
First price on record: 31 Oct 2024 · 455 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.