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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: 2.34% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 312.12 Cr As on (31-01-2025)
Turn over: 44
NAV as on 21-02-2025

15.404

-0.13 (-0.8245%)

CAGR Since Inception

19.89%

BSE 500 TRI 12.29%

PERFORMANCE of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Scheme Performance (%) Data as on - 21-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 11.4 - - - 19.89
Benchmark - - - - -
Equity: ELSS 4.66 13.77 16.23 12.09 13.88

Yearly Performance (%)

Nav Movement

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

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.

Riskometer

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 of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Compare SIP Compare Lumpsum
Period
Data as on - 21-02-2025
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 11.4 24.91 0.0 0.0 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 12.03 22.77 15.86 16.05 12.13
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 11.4 18.91 13.09 13.61 10.23
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 10.36 21.03 16.48 21.53 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 10.32 23.73 16.64 19.0 14.46
HSBC Tax Saver Equity Fund - Growth 05-01-2007 10.2 23.04 14.6 15.87 11.58
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.83 21.69 16.63 17.72 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 9.44 24.97 20.92 19.97 11.84
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.22 27.28 19.3 17.59 15.33
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 9.07 30.0 22.86 22.19 13.15

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

Asset Allocation (%)