WhiteOak Capital ELSS Tax Saver Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

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Fund Objective

To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated -0.59 7.20 16.45 1.56 34,176.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 1.23 19.90 28.17 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 -0.24 10.25 23.65 1.57 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 7.65 14.99 26.07 1.65 16,217.91
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 6.07 18.36 27.29 1.67 15,555.71

Fund Holdings as on 31-March-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Kotak Mahindra Bank Limited

  • Clearing Corporation of India Ltd

  • Bharti Airtel Limited

  • Zomato Limited

  • Net Receivables / (Payables)

  • Reliance Industries Limited

  • Mahindra & Mahindra Limited

  • Tata Consultancy Services Limited

  • Nestle India Limited

  • Cigniti Technologies Limited

  • Larsen & Toubro Limited

  • Persistent Systems Limited

  • Muthoot Finance Limited

  • Bharat Electronics Limited

  • Bharti Airtel Limited

  • Max Financial Services Limited

  • Poly Medicure Limited

  • Trent Limited

  • Bajaj Finserv Limited

  • Hitachi Energy India Limited

  • Titan Company Limited

  • Computer Age Management Services Limited

  • InterGlobe Aviation Limited

  • India Shelter Finance Corporation Limited

  • Tube Investments of India Limited

  • Info Edge (India) Limited

  • Vasa Denticity Limited

  • State Bank of India

  • Coforge Limited

  • Aadhar Housing Finance Limited

  • Power Finance Corporation Limited

  • Infosys Limited

  • Jyothy Labs Limited

  • Ambuja Cements Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Maruti Suzuki India Limited

  • KRN Heat Exchanger And Refrigeration Limited

  • Varun Beverages Limited

  • Awfis Space Solutions Limited

  • Motilal Oswal Financial Services Limited

  • Tata Steel Limited

  • Azad Engineering Ltd

  • Bajaj Finance Limited

  • Shriram Finance Limited

  • Ajax Engineering Limited

  • Torrent Pharmaceuticals Limited

  • Godrej Consumer Products Limited

  • TBO Tek Limited

  • PG Electroplast Limited

  • Hindalco Industries Limited

  • Ami Organics Limited

  • CARE Ratings Limited

  • Bharat Bijlee Limited

  • REC Limited

  • Garware Technical Fibres Limited

  • PB Fintech Limited

  • Dixon Technologies (India) Limited

  • CSB Bank Limited

  • Pidilite Industries Limited

  • Lemon Tree Hotels Limited

  • 360 One WAM Limited

  • Safari Industries (India) Limited

  • ABB India Limited

  • Neuland Laboratories Limited

  • Ajanta Pharma Limited

  • Piramal Pharma Limited

  • Eureka Forbes Ltd

  • Crompton Greaves Consumer Electricals Limited

  • Vijaya Diagnostic Centre Limited

  • Cipla Limited

  • Nucleus Software Exports Limited

  • ICICI Prudential Life Insurance Company Limited

  • S.J.S. Enterprises Limited

  • Newgen Software Technologies Limited

  • Abbott India Limited

  • Nippon Life India Asset Management Limited

  • Oil & Natural Gas Corporation Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Krishna Institute Of Medical Sciences Limited

  • Kirloskar Oil Engines Limited

  • Mankind Pharma Limited

  • Le Travenues Technology Ltd

  • Samhi Hotels Limited

  • Laxmi Dental Limited

  • Bharti Hexacom Limited

  • Sun Pharmaceutical Industries Limited

  • Power Grid Corporation of India Limited

  • Sobha Limited

  • Cartrade Tech Limited

  • Shilpa Medicare Limited

  • Onesource Specialty Pharma Limited

  • Fine Organic Industries Limited

  • Blue Star Limited

  • Oil India Limited

  • Intellect Design Arena Limited

  • Rainbow Childrens Medicare Limited

  • Honasa Consumer Limited

  • AIA Engineering Limited

  • SHIVALIK BIMETAL CONTROLS LIMITED

  • KSB Limited

  • Cello World Limited

  • CMS Info System Limited

  • Jupiter Life Line Hospitals Limited

  • Oracle Financial Services Software Limited

  • The Phoenix Mills Limited

  • Neogen Chemicals Limited

  • Varroc Engineering Limited

  • Navin Fluorine International Limited

  • Cholamandalam Financial Holdings Limited

  • Gopal Snacks Limited

  • Medi Assist Healthcare Services Limited

  • Lumax Auto Technologies Limited

  • Rolex Rings Limited

  • KEI Industries Limited

  • Triveni Turbine Limited

  • DAM Capital Advisors Limited

  • Xpro India Limited

  • Aavas Financiers Limited

  • Indegene Limited

  • Gillette India Limited

  • Quadrant Future Tek Limited

  • Geojit Financial Services Limited

  • International Gemmological Institute India Ltd

  • Baazar Style Retail Ltd

  • Sagility India Limited

  • EMA Partners India Limited

  • The Federal Bank Limited

  • KEC International Limited

  • Nesco Limited

  • Indiamart Intermesh Limited

  • Indigo Paints Limited

  • Arman Financial Services Limited

  • CapitalNumbers Infotech Limited

  • The Jammu & Kashmir Bank Limited

  • Sona BLW Precision Forgings Limited

  • Onward Technologies Limited

  • Go Fashion (India) Limited

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Consumer Food

  • Engineering - Industrial Equipments

  • Automobiles - Passenger Cars

  • e-Commerce

  • Finance - Housing

  • Household & Personal Products

  • Electric Equipment

  • Auto Ancillary

  • Refineries

  • Finance - Others

  • Engineering - Construction

  • Business Support

  • Trading

  • Finance - Investment

  • Medical Equipment/Supplies/Accessories

  • Consumer Durables - Domestic Appliances

  • Finance Term Lending

  • Hospital & Healthcare Services

  • Chemicals

  • Defence

  • Retailing

  • Depository Services

  • Diamond & Jewellery

  • Airlines

  • BPO/ITeS

  • Bank - Public

  • Finance - Stock Broking

  • Travel Services

  • Metal - Non Ferrous

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Steel & Iron Products

  • Oil Exploration

  • Construction - Real Estate

  • Ratings

  • Textile

  • Consumer Durables - Electronics

  • Fintech

  • Insurance

  • Finance - Asset Management

  • Cable

  • Automobiles - Dealers & Distributors

  • Power Generation/Distribution

  • Air Conditioners

  • Castings/Forgings

  • Compressors / Pumps

  • Bearings

  • Plastic Products

  • Professional Services

  • Paints

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Fund Manager

  • Cash

  • Equity

  • Rights

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About WhiteOak Capital ELSS Tax Saver Fund

Scheme Analysis

WhiteOak Capital ELSS Tax Saver Fund is a Equity - ELSS fund and belongs to WhiteOak Capital Mutual Fund. It was launched on 14-Oct-2022 and currently has an AUM of ₹341.11 crore. WhiteOak Capital ELSS Tax Saver Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of WhiteOak Capital ELSS Tax Saver Fund ended up ₹0.28(1.87%)yesterday to ₹15.458.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The WhiteOak Capital ELSS Tax Saver Fund is managed by Piyush Baranwal and Ramesh Mantri.

Fund House Contact

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025

022-6918 7607
022 69187643