WhiteOak Capital Tax Saver Fund – Direct (IDCW)
500
Min SIP
500
Min Lumpsum
0.64 %
Expense Ratio
Rating
80
Fund Size (in Cr)
12 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 20.9% | ||||
| Category Average | 18.2% | 24.3% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | Nil |
|---|
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
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,246
-
22.1%Fund Size - 5,246
-
30.2%Fund Size - 5,246
-
14.8%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 12,543
-
18.6%Fund Size - 12,543
-
29.2%Fund Size - 12,543
-
11.6%Fund Size - 12,543
-
- Equity .
- ELSS .
-
- 4,088
-
19.5%Fund Size - 4,088
-
27.1%Fund Size - 4,088
-
17.6%Fund Size - 4,088
-
- Equity .
- ELSS .
-
- 1,084
-
15.7%Fund Size - 1,084
-
26.2%Fund Size - 1,084
-
14.1%Fund Size - 1,084
-
- Equity .
- ELSS .
-
- 11,227
-
16.2%Fund Size - 11,227
-
25.7%Fund Size - 11,227
-
13.9%Fund Size - 11,227
AMC Contact Details
WhiteOak Capital Mutual Fund
AUM:
3,018 Cr
Address:
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com
Frequently Asked Questions
How to invest in WhiteOak Capital Tax Saver Fund – Direct (IDCW) ?
You can invest in WhiteOak Capital Tax Saver Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for WhiteOak Capital Tax Saver Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of WhiteOak Capital Tax Saver Fund – Direct (IDCW) ?
The NAV of WhiteOak Capital Tax Saver Fund – Direct (IDCW) is ₹12 as of 26 September 2023.
How to redeem WhiteOak Capital Tax Saver Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of WhiteOak Capital Tax Saver Fund – Direct (IDCW)?
The minimum SIP amount of WhiteOak Capital Tax Saver Fund – Direct (IDCW) is ₹500
What are the top sectors WhiteOak Capital Tax Saver Fund – Direct (IDCW) has invested in?
The top sectors WhiteOak Capital Tax Saver Fund – Direct (IDCW) has invested in are
- Banks - 15.81%
- Finance - 8.79%
- Consumer Durables - 7.14%
- IT-Software - 7.09%
- Pharmaceuticals & Biotech - 5.2%
Can I make investments in both the SIP and Lump Sum schemes of WhiteOak Capital Tax Saver Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Tax Saver Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have WhiteOak Capital Tax Saver Fund – Direct (IDCW) generated ?
The WhiteOak Capital Tax Saver Fund – Direct (IDCW) has delivered 20.9% since inception
What is the expense ratio of WhiteOak Capital Tax Saver Fund – Direct (IDCW) ?
The expense ratio of WhiteOak Capital Tax Saver Fund – Direct (IDCW) is 0.64 % as of 26 September 2023.
What is the AUM of WhiteOak Capital Tax Saver Fund – Direct (IDCW)?
The AUM of WhiteOak Capital Tax Saver Fund – Direct (IDCW) is ₹3,018 Cr as of 26 September 2023
What are the top stock holdings of WhiteOak Capital Tax Saver Fund – Direct (IDCW)?
The top stock holdings of WhiteOak Capital Tax Saver Fund – Direct (IDCW) are
- ICICI Bank - 8.02%
- HDFC Bank - 7.21%
- Nestle India - 3.92%
- Titan Company - 3.01%
- Cholaman.Inv.&Fn - 2.38%
How can I redeem my investments in WhiteOak Capital Tax Saver Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Tax Saver Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.