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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Category: Equity: ELSS
Launch Date: 14-10-2022
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.33% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 405.49 Cr As on (31-07-2025)
Turn over: 44
NAV as on 03-09-2025

17.382

0.12 (0.6731%)

CAGR Since Inception

20.91%

BSE 500 TRI 12.43%

PERFORMANCE of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Scheme Performance (%) Data as on - 03-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 3.16 - - - 20.91
Benchmark - - - - -
Equity: ELSS -3.55 16.31 19.96 13.95 14.66

Yearly Performance (%)

Nav Movement

Fund Managers

Ramesh Mantri

Investment Objective

To generate capital appreciation / income from a portfolio, comprising predominantly of equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 4.98 - -
Equity: ELSS - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 3.16 21.27 0.0 0.0 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 3.45 21.49 18.82 21.52 13.67
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 2.62 18.52 18.57 21.59 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 2.12 22.3 21.58 24.38 14.36
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 -0.04 15.31 14.65 19.99 14.33
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 -0.2 12.62 13.24 19.39 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 -0.22 17.3 16.24 20.29 13.47
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 -0.49 13.2 12.83 18.5 12.01
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 -0.7 19.49 17.56 18.2 12.56
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 -0.78 16.55 11.68 15.08 12.16

Asset Allocation (%)

PORTFOLIO ANALYSIS of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Portfolio as on