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
₹16.9830
-1.46%
(25 Apr)
AUM
341 Cr
TER
0.65%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.0%
+13.2%
+7.7%
+6.0%
+5.1%
+3.7%
3Y
NA
+23.4%
+25.0%
+24.1%
+16.0%
+22.0%
5Y
NA
+29.4%
+30.4%
+28.4%
+24.3%
+25.4%
ALL
+23.3%
+15.5%
+16.6%
+17.6%
+14.4%
+18.0%
VOL
13.4%
16.5%
15.5%
17.7%
-
18.4%
TER
0.7%
1.1%
0.9%
0.7%
-
0.6%
AUM
₹341 Cr
₹15,556 Cr
₹27,730 Cr
₹3,817 Cr
-
₹378 Cr
INFO
1.74
0.94
1.07
1.00
-
0.98
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 Mar
Top holdings
ICICI Bank Ltd
8.2%
HDFC Bank Ltd
6.8%
Kotak Mahindra Bank Ltd
3.1%
Clearing Corporation Of India Ltd
3.0%
Bharti Airtel Ltd
2.4%
Eternal Ltd
2.4%
Net Receivables / (Payables)
2.1%
Reliance Industries Ltd
1.9%
Mahindra & Mahindra Ltd
1.9%
Tata Consultancy Services Ltd
1.8%
Top industry exposure
Financial Services
32.7%
Consumer Cyclical
12.6%
Industrials
11.9%
Technology
10.8%
Healthcare
8.4%
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
Ashish Agrawal

FAQs