Baroda BNP Paribas ESG Best-in-Class Strategy Fund vs WhiteOak Capital ESG Best-In-Class Strategy Fund
Baroda BNP Paribas ESG Best-in-Class Strategy Fund and WhiteOak Capital ESG Best-In-Class Strategy Fund are both ESG Funds. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs —, 5-year CAGR — vs —, volatility — vs 15.83%, maximum drawdown −10.15% vs −17.16%. Their portfolios overlap by 37.9% (16 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Fund house | Baroda BNP Paribas Mutual Fund | WhiteOak Capital Mutual Fund |
| Compared as | ESG Funds | ESG Funds |
| NAV | ₹10.6663 | ₹10.6100 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 6 Mar 2026 | 31 Oct 2024 |
| Track record | 0.7 yrs | 2.0 yrs |
| Fund size (AUM) | ₹564 Cr | ₹46 Cr |
| Securities held | 52 | 53 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| 1 month | +7.85% | +7.58% |
| 3 months | −1.04% | −0.71% |
| 6 months | +2.42% | +4.55% |
| 1 year | — | −1.08% |
| 3 years (CAGR) | — | — |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | — | +3.22% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| 2026 (year to date) | — | −2.08% |
| 2025 | — | +6.74% |
Risk
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Volatility (annualised) ⓘ | — | 15.83% |
| Downside volatility ⓘ | — | 11.87% |
| Sharpe ratio ⓘ | — | -0.21 |
| Sortino ratio ⓘ | — | -0.28 |
| Maximum drawdown ⓘ | −10.15% | −17.16% |
| Recovery from that fall | — | — |
| Current fall from peak | −1.47% | −3.76% |
| Rolling 1-year return: worst | — | −10.76% |
| Rolling 1-year return: median | — | −0.03% |
| Rolling 1-year return: best | — | +12.41% |
| Share of 1-year periods with a loss | — | 50.20% |
Against each fund's benchmark
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Beta ⓘ | — | 0.92 |
| Alpha (Jensen's, annualised) ⓘ | — | +0.15% |
| R² ⓘ | — | 92.04 |
| Upside capture | — | 96.51% |
| Downside capture | — | 93.18% |
| Tracking error | — | 4.53% |
| Information ratio | — | 0.16 |
| Treynor ratio | — | -7.29 |
Portfolio
Asset mix
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Equity | 96.29% | 90.19% |
| Cash & equivalents | 1.97% | 2.55% |
| Debt | 1.74% | 4.38% |
| REITs / InvITs | 0.00% | 2.88% |
Market-cap split (share of fund assets)
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Large Cap | 74.54% | 65.11% |
| Mid Cap | 12.62% | 11.46% |
| Small Cap | 9.13% | 13.09% |
| Unclassified | 0.00% | 0.53% |
Concentration
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Top 10 holdings | 42.05% | 48.07% |
| Effective number of stocks ⓘ | 35.2 | 28.5 |
| Securities held | 52 | 53 |
Portfolio overlap: 37.9%
16 companies are held by both funds; by weight, 37.9% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy |
|---|---|---|
| ICICI Bank Limited | 7.02% | 9.80% |
| Bharti Airtel Limited | 6.02% | 6.06% |
| HDFC Bank Limited | 5.42% | 6.42% |
| Eternal Limited | 4.34% | 3.10% |
| Mahindra & Mahindra Limited | 3.03% | 4.38% |
| Torrent Pharmaceuticals Limited | 2.81% | 2.38% |
| Maruti Suzuki India Limited | 2.10% | 2.53% |
| Power Grid Corporation of India Limited | 2.28% | 1.86% |
| Titan Company Limited | 1.63% | 3.52% |
| Tech Mahindra Limited | 2.92% | 1.62% |
| Pidilite Industries Limited | 1.28% | 2.25% |
| Nestle India Limited | 1.16% | 6.16% |
| City Union Bank Limited | 0.56% | 0.98% |
| PB Fintech Limited | 0.92% | 0.48% |
| Infosys Limited | 4.76% | 0.17% |
Top 10 holdings
Baroda BNP Paribas ESG Best-in-Class Strategy
- ICICI Bank Limited7.02%
- Bharti Airtel Limited6.02%
- HDFC Bank Limited5.42%
- Infosys Limited4.76%
- Eternal Limited4.34%
- State Bank of India3.06%
- Mahindra & Mahindra Limited3.03%
- Tech Mahindra Limited2.92%
- Torrent Pharmaceuticals Limited2.81%
- Bosch Limited2.67%
WhiteOak Capital ESG Best-In-Class Strategy
- ICICI Bank Limited9.80%
- HDFC Bank Limited6.42%
- Nestle India Limited6.16%
- Bharti Airtel Limited6.06%
- Mahindra & Mahindra Limited4.38%
- Titan Company Limited3.52%
- Kotak Mahindra Bank Limited3.15%
- Eternal Limited3.10%
- Nexus Select Trust - REIT2.88%
- Bajaj Finserv Limited2.60%
Sector exposure
| Baroda BNP Paribas ESG Best-in-Class Strategy | WhiteOak Capital ESG Best-In-Class Strategy | |
|---|---|---|
| Banks | 19.14% | 20.35% |
| IT - Software | 10.94% | 5.34% |
| Automobiles | 9.38% | 6.91% |
| Consumer Durables | 1.63% | 6.97% |
| Finance | 4.90% | 6.31% |
| Food Products | 1.16% | 6.16% |
| Telecom - Services | 6.02% | 6.06% |
| Retailing | 5.74% | 4.84% |
| Power | 5.55% | 1.86% |
| Pharmaceuticals & Biotechnology | 4.32% | 3.72% |
| Healthcare Services | 1.59% | 4.11% |
| Electrical Equipment | 4.01% | 0.00% |
| Chemicals & Petrochemicals | 3.60% | 3.87% |
| Auto Components | 3.79% | 2.25% |
Questions people ask
What is the difference between Baroda BNP Paribas ESG Best-in-Class Strategy and WhiteOak Capital ESG Best-In-Class Strategy returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return — vs −1.08%; 3-year CAGR — vs —; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Baroda BNP Paribas ESG Best-in-Class Strategy and WhiteOak Capital ESG Best-In-Class Strategy compare on risk?
Volatility (36 monthly returns, annualised) — vs 15.83%; Sharpe ratio — vs -0.21; Sortino ratio — vs -0.28; maximum drawdown −10.15% vs −17.16%; beta — vs 0.92.
How much do Baroda BNP Paribas ESG Best-in-Class Strategy and WhiteOak Capital ESG Best-In-Class Strategy overlap?
By weight, 37.9% of the two portfolios is invested in the same companies; 16 stocks are held by both, the largest shared positions being ICICI Bank Limited, Bharti Airtel Limited, HDFC Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Baroda BNP Paribas ESG Best-in-Class Strategy and WhiteOak Capital ESG Best-In-Class Strategy?
Baroda BNP Paribas ESG Best-in-Class Strategy: large cap 74.5%, mid cap 12.6%, small cap 9.1%. WhiteOak Capital ESG Best-In-Class Strategy: large cap 65.1%, mid cap 11.5%, small cap 13.1% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Baroda BNP Paribas ESG Best-in-Class Strategy vs
- Baroda BNP Paribas ESG Best-in-Class Strategy vs quant ESG Integration Strategy
- Baroda BNP Paribas ESG Best-in-Class Strategy vs Kotak ESG Exclusionary Strategy
- Baroda BNP Paribas ESG Best-in-Class Strategy vs Invesco India ESG Integration Strategy
- Baroda BNP Paribas ESG Best-in-Class Strategy vs ICICI Prudential ESG Exclusionary Strategy
- Baroda BNP Paribas ESG Best-in-Class Strategy vs Axis ESG Integration Strategy
- Baroda BNP Paribas ESG Best-in-Class Strategy vs Aditya Birla Sun Life ESG Integration Strategy
WhiteOak Capital ESG Best-In-Class Strategy vs
- WhiteOak Capital ESG Best-In-Class Strategy vs Axis ESG Integration Strategy
- WhiteOak Capital ESG Best-In-Class Strategy vs Aditya Birla Sun Life ESG Integration Strategy
- WhiteOak Capital ESG Best-In-Class Strategy vs SBI ESG Exclusionary Strategy
- WhiteOak Capital ESG Best-In-Class Strategy vs QUANTUM ESG BEST IN CLASS STRATEGY
- WhiteOak Capital ESG Best-In-Class Strategy vs quant ESG Integration Strategy
- WhiteOak Capital ESG Best-In-Class Strategy vs Kotak ESG Exclusionary Strategy
All ESG Funds comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →
Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.