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EquityELSS (Tax Savings)

WhiteOak Capital ELSS Tax Saver Fund Direct Growth

3Y Annualised

N/A

0.21% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.56%

0.21% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

7 years 4 months

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹405.80 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹500

Exit load

0%

NIL

Risk Profile

Very High Risk

Fund Managers

About WhiteOak Capital ELSS Tax Saver Fund Direct Growth

WhiteOak Capital ELSS Tax Saver Fund Direct Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2022-10-14. WhiteOak Capital ELSS Tax Saver Fund Direct Growth has ₹405.80 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of WhiteOak Capital ELSS Tax Saver Fund Direct Growth as of Tue Jul 15 2025 is ₹18.498. The fund has an expense ratio of 0.69%, which is medium comparable to most other Equity funds.

WhiteOak Capital ELSS Tax Saver Fund Direct Growth returns for the last 1 year are 9.94%. Since launch, it has delivered 24.77% average annual returns.

The WhiteOak Capital ELSS Tax Saver Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, Consumer Cyclical, Energy, Industrials, Consumer Defensive, Technology sectors.

Top 5 Holdings of WhiteOak Capital ELSS Tax Saver Fund Direct Growth.

  1. ICICI Bank Ltd: 8.49%
  2. HDFC Bank Ltd: 7.06%
  3. Bharti Airtel Ltd: 3.46%
  4. Eternal Ltd: 2.64%
  5. Kotak Mahindra Bank Ltd: 2.58%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2022-10-14
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City

Tax Implications of WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from WhiteOak Capital Asset Management Limited

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₹1,000+ cr

AUM

1+ Lac

Investors

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