Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital ESG Best-In-Class Strategy
  • Opening:
    11th October 2024
  • Closing:
    25th October 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - ESG
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 1 month from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY 100

  • Fund Manager:

  • Ramesh Mantri, Trupti Agarwal, Dheeresh Pathak, Piyush Baranwal

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
SBI ESG Exclusionary Strategy Fund 15.52%(6M) 34.86(1Y)
Axis ESG Integration Strategy Fund 16.04(6M) 39.33(1Y)

Fund Prognosis

Idea Distiller

ESG has been a theme gaining popularity worldwide. Focused on ethics, governance and growth, it aims to take a different approach to investing.

  • Fund House AAUM:

  • Rs 1316073.8 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The theme has not really set the bourses on fire but then this is more of a defensive plan than aggressive.