Whiteoak Capital ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Whiteoak Capital ELSS Tax Saver Growth Direct Plan

NAV
₹17.0810
-0.19%
(17 Jan)
AUM
318 Cr
TER
0.7%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+34.4%
+24.9%
+23.2%
+17.1%
+14.9%
+13.8%
3Y
+23.1%
NA
+21.8%
+19.8%
+13.2%
+18.3%
5Y
+22.9%
NA
+23.7%
+20.5%
+18.0%
+18.0%
ALL
+19.2%
+26.7%
+17.0%
+15.5%
+14.9%
+19.1%
VOL
17.2%
12.4%
15.5%
16.5%
-
18.1%
TER
0.6%
0.7%
0.9%
1.1%
-
0.6%
AUM
₹4,415 Cr
₹318 Cr
₹27,791 Cr
₹15,729 Cr
-
₹397 Cr
INFO
1.12
2.15
1.09
0.94
-
1.06
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
5.1%
ICICI Bank Ltd
4.6%
Zomato Ltd
3.1%
ICICI Securities Ltd
2.9%
Clearing Corporation Of India Ltd
2.7%
Bharti Airtel Ltd
2.1%
Cigniti Technologies Ltd
1.9%
KRN Heat Exchanger and Refrigeration Ltd
1.9%
Persistent Systems Ltd
1.8%
Motilal Oswal Financial Services Ltd
1.8%
Top industry exposure
Financial Services
29.7%
Consumer Cyclical
14.6%
Technology
13.6%
Industrials
11.4%
Healthcare
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
42%
Lock-in period
3Y
Exit load
No exit load
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 manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Naitik Shah

FAQs