WhiteOak Capital ELSS Tax Saver Fund Direct Growth
3Y Annualised
21.12%
1.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-6.55%
1.23% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 7 months
5 years 9 months
9 years 7 months
Fund info
Fund size
₹438.21 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
4th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
5th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
190th
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
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 3 years, having been launched on 2022-10-14. WhiteOak Capital ELSS Tax Saver Fund Direct Growth has ₹438.21 Cr worth of assets under management (AUM) as of Thu Mar 12 2026. The latest Net Asset Value (NAV) of WhiteOak Capital ELSS Tax Saver Fund Direct Growth as of Wed Mar 11 2026 is ₹17.072. The fund has an expense ratio of 0.67%, which is medium comparable to most other Equity funds.
WhiteOak Capital ELSS Tax Saver Fund Direct Growth returns for the last 1 year are 9.41%. Since launch, it has delivered 17.49% average annual returns.
The WhiteOak Capital ELSS Tax Saver Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Industrials, Energy, Consumer Defensive sectors.
Top 5 Holdings of WhiteOak Capital ELSS Tax Saver Fund Direct Growth.
- ICICI Bank Ltd: 8.37%
- HDFC Bank Ltd: 7.18%
- Mahindra & Mahindra Ltd: 2.83%
- State Bank of India: 2.77%
- Bharat Electronics Ltd: 2.73%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2022-10-14 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 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 Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
