- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital ELSS Tax Saver Fund (G)
WhiteOak Capital ELSS Tax Saver Fund (G)
₹ 17.489
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.489
NAV (Oct 15)
Fund Returns
Last 1Y | 43.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 31.7% |
6 Month CAGR | 22% |
Scheme Information
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Expense Ratio | 2.32 |
Launched (0y ago) | 2.32 |
AUM in Crores | 293.9 |
ISIN | INF03VN01647 |
Lock-in | 1095 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital ELSS Tax Saver Fund (G) | 24,32,313 | 16,99,701 | 43.8% | |
| 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.
5.4%ICICI Bank Ltd.
4.2%ICICI Securities Ltd.
4%Zomato Ltd.
3%Nestle India Ltd.
2.2%Allocation by Sector
Financial
27.8%Services
12.8%Healthcare
9%Capital Goods
8.4%Consumer Staples
7.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
WhiteOak Capital Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.9% | 5.2% | ||
- | 0.6% | ||
5.4% | 5% | ||
- | 28% | ||
- | 35.7% |
WhiteOak Capital ELSS Tax Saver Fund (G) Review
WhiteOak Capital ELSS Tax Saver Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 31.677% over a period of 2 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund managers are Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital ELSS Tax Saver Fund (G) as of 10/15/2024 is ₹17.49 with the total AUM as of 10/16/2024 is ₹293.8592. 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 null.
The minimum SIP amount for WhiteOak Capital ELSS Tax Saver Fund (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.
Frequently Asked Questions
What is WhiteOak Capital ELSS Tax Saver Fund (G)?
How to invest in WhiteOak Capital ELSS Tax Saver Fund (G)?
You can invest in WhiteOak Capital ELSS Tax Saver Fund (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 (G)?
The minimum sip amount for WhiteOak Capital ELSS Tax Saver Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital ELSS Tax Saver Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it 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 (G)?
The expense ratio of the WhiteOak Capital ELSS Tax Saver Fund (G) is 2.32% for regular plan.
What is the NAV of WhiteOak Capital ELSS Tax Saver Fund (G)?
Today's WhiteOak Capital ELSS Tax Saver Fund (G) NAV is ₹17.49.