NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth for NRI [10.35]

Min Investment

₹500

Fund Size

₹59.34 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹10.35

-1.67%

NAV as on 18 Dec 24, 12:00 AM

very high risk

equity esg

equity

NAV as on 18 Dec 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

1.44%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 59.34 Cr fund under management as on Dec 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 1.4% 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

8.90%

ICICI Bank Ltd

4.72%

Tata Consultancy Services Ltd

4.17%

Zomato Ltd

4.03%

Bharti Airtel Ltd

3.95%

Mahindra & Mahindra Ltd

3.29%

Info Edge (India) Ltd

2.73%

Persistent Systems Ltd

2.70%

Infosys Ltd

2.60%

Kotak Mahindra Bank Ltd

2.53%

Fund Managers

  1. Piyush Baranwal (Oct 2024 - Present)
  2. Ramesh Mantri (Oct 2024 - Present)
  3. Trupti Agrawal (Oct 2024 - Present)
  4. Dheeresh Pathak (Oct 2024 - Present)

Key Information

View Scheme Document

WhiteOak Capital ESG Best-In-Class Strategy Fund Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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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