- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital ELSS Tax Saver Fund (G)
WhiteOak Capital ELSS Tax Saver Fund (G)
₹ 16.73
NAV (May 12)
View Less
WhiteOak Capital ELSS Tax Saver Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment5,00,750
Wealth Gained12,33,362
Total Corpus Created (₹)
With CAGR of 20.499 % in 5 yearsHistorical NAV
₹ 16.729
NAV (May 12)
Fund Returns
Last 1Y | 14.1% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 20.5% |
6 Month CAGR | -4% |
Scheme Information
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Expense Ratio | 2.34 % |
Launched 2Y ago | 2022-10-14 |
AUM in Crores | 359.8 |
ISIN | INF03VN01647 |
Lock-in (days) | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital ELSS Tax Saver Fund (G) | 10,39,999 | 3,07,387 | 14.1% | |
| 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
HDFC Bank Ltd.
5.35%ICICI Bank Ltd.
4.21%ICICI Securities Ltd.
4.01%Eternal Ltd.
3.02%Nestle India Ltd.
2.16%
Allocation by Sector
Financial
31.17%Services
11.51%Technology
8.96%Capital Goods
8.89%Healthcare
8.76%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 51,111 cr | ||
₹ 28,506 cr | ||
₹ 16,637 cr |
About the AMC
WhiteOak Capital Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.7% | 5.4% | ||
6.3% | 5.2% | ||
- | 18.7% | ||
- | 14.8% | ||
- | 20.5% |
WhiteOak Capital ELSS Tax Saver Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment5,00,750
Wealth Gained12,33,362
Total Corpus Created (₹)
With CAGR of 20.499 % in 5 yearsWhiteOak Capital ELSS Tax Saver Fund (G) Review
WhiteOak Capital ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 20.5% over 2 years. The fund has grown over a period of 2 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund managers are Ashish Agrawal, Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital ELSS Tax Saver Fund (G) as of 5/12/2025 is ₹16.73 with the total AUM as of 5/13/2025 is ₹359.81. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital ELSS Tax Saver Fund (G) was launched on 2022-10-14. The category risk of the fund is Very High.
The minimum SIP amount for WhiteOak Capital ELSS Tax Saver Fund (G) is ₹500 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 ₹500. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital ELSS Tax Saver Fund (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 BSE 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital ELSS Tax Saver Fund (G).
Frequently Asked Questions
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