NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.79
0.61%
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity esg
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
equity esg
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-0.47%p.a.
Since Inception
About WhiteOak Capital ESG Best-In-Class Strategy Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital ESG Best-In-Class Strategy Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Equity - ESG mutual fund scheme that predominantly invests in Equity - ESG stocks of companies. Launched on Oct 2024, WhiteOak Capital ESG Best-In-Class Strategy Fund Growth is Equity - ESG fund of its category with 55.83 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - ESG funds.
- WhiteOak Capital ESG Best-In-Class Strategy Fund Growth delivered 0.0% annual returns during the last year. It has delivered -0.5% average annual returns since the fund was launched.
- WhiteOak Capital ESG Best-In-Class Strategy Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is 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.
Top 10 Holdings
HDFC Bank Ltd
8.94%
ICICI Bank Ltd
4.68%
Bharti Airtel Ltd
4.16%
Tata Consultancy Services Ltd
4.12%
Zomato Ltd
3.09%
Infosys Ltd
2.62%
Persistent Systems Ltd
2.61%
Kotak Mahindra Bank Ltd
2.58%
Info Edge (India) Ltd
2.48%
ICICI Securities Ltd
2.39%
Fund Managers
- Piyush Baranwal (Oct 2024 - Present)
- Ramesh Mantri (Oct 2024 - Present)
- Trupti Agrawal (Oct 2024 - Present)
- Dheeresh Pathak (Oct 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital ESG Best-In-Class Strategy Fund Growth SIP Calculator
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For a period of
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₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital ESG Best-In-Class Strategy Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital ESG Best-In-Class Strategy Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital ESG Best-In-Class Strategy Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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