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43126
73700
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
15.23
1.43
-1.90
-3.72
2.92
12.96
17.49
7
1.53
15.23
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
1.53
15.23
1.11
3.5
3 Years

  • WhiteOak Capital ELSS Tax Saver Fund - Direct (G)

Begin with SIP Invest One-Time
  • NAV

    18.83

    16 Sep 2026

  • 0.23%

     1 Day

  • 15.23%

    3Y CAGR returns

  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.86%

    Expense Ratio

  • 5

     Rating

  • 507 Cr

    Fund Size

  • 4 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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Scheme Performance

Returns and Ranks ( as on 16 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.43%
  • 15.23%
  • 17.49
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
8.40%
3.82%
3.81%
3.77%
2.74%
77.46%
View All

Advance Ratio

  • 11.10Alpha
  • 4.30SD
  • 0.99Beta
  • 0.84Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

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.

Fund Managers

Ramesh Mantri

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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73700
  • Fund Name

AMC Contact Details

  • Address :
  • Unit No. B, 1th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com
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