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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: 0.0% 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 19-08-2025

17.437

0.08 (0.4645%)

CAGR Since Inception

21.37%

BSE 500 TRI 12.48%

PERFORMANCE of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 7.53 - - - 21.37
Benchmark - - - - -
Equity: ELSS 0.02 16.62 20.43 13.14 14.81
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)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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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 7.53 23.14 0.0 0.0 0.0
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.93 23.44 18.97 21.95 12.87
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.38 24.29 22.01 24.81 13.33
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 6.34 20.73 18.57 22.07 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.37 19.11 16.32 20.8 12.92
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.16 16.95 15.38 20.52 13.49
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 4.01 17.81 13.88 14.18 10.46
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.81 14.15 13.67 19.67 0.0
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 3.68 14.57 13.46 18.99 11.2
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.41 18.6 12.21 15.65 11.43
PORTFOLIO ANALYSIS of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Portfolio as on