- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital ELSS Tax Saver Fund Direct (Growth)
Formerly WhiteOak Capital Tax Saver Dir Gr
WhiteOak Capital ELSS Tax Saver Fund Direct (Growth)
₹ 14.402
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.402
NAV (Apr 18)
Fund Returns
Last 1Y | 44.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27.3% |
6 Month CAGR | 17.6% |
Scheme Information
To generate capital appreciation / income from a portfolio,comprising predominantly of equity & equity related instruments. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Expense Ratio | 0.66 |
Launched (2y ago) | Oct 14, 2022 |
AUM in Crores | 192.913 |
ISIN | INF03VN01621 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital ELSS Tax Saver Fund Direct (Growth) | 24,58,889 | 17,26,277 | 44.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
7.8%hdfc bank ltd
4.4%nestle india ltd
3.2%clearing corporation of india ltd
2.9%larsen & toubro ltd
2.4%Allocation by Sector
financial services
28.6%industrials
14.5%consumer cyclical
13.1%technology
9.4%healthcare
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 5% | ||
5% | 4.5% | ||
4.9% | 4.4% | ||
5% | 4.5% | ||
4.9% | 4.4% |
WhiteOak Capital ELSS Tax Saver Fund Direct (G) Review
WhiteOak Capital ELSS Tax Saver Fund Direct (G) is a Tax Saving Equity fund and has delivered an annualised return of 27.3% over a period of 1 years. The fund was previously known as WhiteOak Capital Tax Saver Dir Gr. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, Shariq Merchant, Trupti Agrawal.
Nav of WhiteOak Capital ELSS Tax Saver Fund Direct (G) as of 4/18/2024 is ₹14.40 with the total AUM as of 4/19/2024 is ₹192.913. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital ELSS Tax Saver Fund Direct (G) was launched on Oct 14, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for WhiteOak Capital ELSS Tax Saver Fund Direct (G) is ₹1000 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital ELSS Tax Saver Fund Direct (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
WhiteOak Capital ELSS Tax Saver Fund Direct (G) is rated as a 0 fund in Equity and delivered 44.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital ELSS Tax Saver Fund Direct (G).
Frequently Asked Questions
What is WhiteOak Capital ELSS Tax Saver Fund Direct (G)?
How to invest in WhiteOak Capital ELSS Tax Saver Fund Direct (G)?
You can invest in WhiteOak Capital ELSS Tax Saver Fund Direct (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital ELSS Tax Saver Fund Direct (G)?
The minimum sip amount for WhiteOak Capital ELSS Tax Saver Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital ELSS Tax Saver Fund Direct (G) good to invest in?
As per Scripbox experts, WhiteOak Capital ELSS Tax Saver Fund Direct (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital ELSS Tax Saver Fund Direct (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital ELSS Tax Saver Fund Direct (G)?
The expense ratio of the WhiteOak Capital ELSS Tax Saver Fund Direct (G) is 0.66% for regular plan.