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- Whiteoak Capital Elss Tax Saver Fund Regular Plan Growth
Whiteoak Capital Elss Tax Saver Fund Regular Plan Growth
NAV (Apr 26,2024)
Invest in the WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth option with only INR 500. This fund has an expense ratio of 2.32% and a PE ratio of 46.41. The PB ratio stands at 10.85 and the scheme's AUM is INR 125.45. The lock-in period for this tax-saving fund is 3 years. It was established on October 14, 2022. Invest now and save on taxes while growing your wealth.
Whiteoak Capital Elss Tax Saver Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Whiteoak Capital Elss Tax Saver Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio49.73
- P/B Ratio10.91
- Alpha0.03
- Beta0.90
- Sharpe0.22
- Sortino0.35
Fund Overview
2.32%
0%
No Lock-in
₹ 192.91 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 14,458.89 (44.59%) | ₹ -- (--) | ₹ -- (--) | ₹ 10,718.61 (7.19%) | ₹ 12,501.31 (25.01%) |
₹ 30,000 | ₹ 43,376.67 (44.59%) | ₹ -- (--) | ₹ -- (--) | ₹ 32,155.83 (7.19%) | ₹ 37,503.93 (25.01%) |
₹ 50,000 | ₹ 72,294.45 (44.59%) | ₹ -- (--) | ₹ -- (--) | ₹ 53,593.05 (7.19%) | ₹ 62,506.55 (25.01%) |
₹ 80,000 | ₹ 1,15,671.12 (44.59%) | ₹ -- (--) | ₹ -- (--) | ₹ 85,748.88 (7.19%) | ₹ 1,00,010.48 (25.01%) |
₹ 1,00,000 | ₹ 1,44,588.9 (44.59%) | ₹ -- (--) | ₹ -- (--) | ₹ 1,07,186.1 (7.19%) | ₹ 1,25,013.1 (25.01%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited7.80%
- HDFC Bank Limited4.36%
- Nestle India Limited3.25%
- Clearing Corporation of India Ltd2.94%
- Larsen & Toubro Limited2.39%
- Reliance Industries Limited2.31%
- Titan Company Limited2.18%
- Zomato Limited2.06%
- CG Power and Industrial Solutions Limited1.67%
- Tata Consultancy Services Limited1.61%
- ABB India Limited1.58%
- Maruti Suzuki India Limited1.53%
- Bharat Electronics Limited1.51%
- Ambuja Cements Limited1.46%
- Net Receivables Payables1.43%
- Kotak Mahindra Bank Limited1.38%
- Trent Limited1.37%
- Cholamandalam Investment and Finance Company Ltd1.32%
- Mahindra & Mahindra Limited1.28%
- Persistent Systems Limited1.26%
- Power Finance Corporation Limited1.25%
- State Bank of India1.11%
- Godrej Consumer Products Limited1.10%
- ICICI Securities Limited1.09%
- Bajaj Finance Limited1.08%
- Muthoot Finance Limited1.06%
- REC Limited1.06%
- CMS Info System Limited1.06%
- Computer Age Management Services Limited0.99%
- Max Financial Services Limited0.97%
- Coforge Limited0.97%
- Pidilite Industries Limited0.93%
- Nucleus Software Exports Limited0.93%
- Jyothy Labs Limited0.92%
- Intellect Design Arena Limited0.89%
- InterGlobe Aviation Limited0.89%
- Info Edge India Limited0.88%
- KSB Limited0.88%
- Bharti Airtel Limited0.86%
- Sobha Limited0.84%
- Varun Beverages Limited0.84%
- Tata Steel Limited0.83%
- Cipla Limited0.79%
- Bharat Bijlee Limited0.78%
- Bajaj Finserv Limited0.73%
- One WAM Limited0.72%
- Jindal Stainless Limited0.72%
- Medi Assist Healthcare Services Limited0.71%
- Neuland Laboratories Limited0.70%
- Global Health Limited0.69%
- Ajanta Pharma Limited0.68%
- Five Star Business Finance Limited0.65%
- Rainbow Childrens Medicare Limited0.62%
- Infosys Limited0.62%
- Sonata Software Limited0.61%
- Mankind Pharma Limited0.61%
- Astral Limited0.59%
- Balkrishna Industries Limited0.59%
- Torrent Pharmaceuticals Limited0.58%
- Shriram Finance Limited0.57%
- Sun Pharmaceutical Industries Limited0.57%
- Newgen Software Technologies Limited0.56%
- Oracle Financial Services Software Limited0.56%
- Dixon Technologies India Limited0.55%
- Safari Industries India Limited0.54%
- Rashi Peripherals Limited0.54%
- Electronics Mart India Limited0.52%
- Azad Engineering Ltd0.52%
- HDFC Life Insurance Company Limited0.51%
- AIA Engineering Limited0.49%
- Vijaya Diagnostic Centre Limited0.48%
- JB Chemicals & Pharmaceuticals Limited0.48%
- Hindalco Industries Limited0.47%
- Nippon Life India Asset Management Limited0.47%
- Vesuvius India Limited0.46%
- Arvind Fashions Limited0.46%
- Poly Medicure Limited0.46%
- Century Textiles & Industries Limited0.45%
- Gopal Snacks Limited0.43%
- Oil India Limited0.42%
- Krishna Institute Of Medical Sciences Limited0.42%
- The Phoenix Mills Limited0.41%
- Abbott India Limited0.41%
- The Jammu & Kashmir Bank Limited0.39%
- Honasa Consumer Limited0.38%
- SHIVALIK BIMETAL CONTROLS LIMITED0.38%
- Jupiter Life Line Hospitals Limited0.37%
- Senco Gold Limited0.37%
- Bank of India0.35%
- ICICI Prudential Life Insurance Company Limited0.34%
- Blue Star Limited0.34%
- Triveni Turbine Limited0.34%
- Xpro India Limited0.33%
- Eicher Motors Limited0.33%
- Gujarat Ambuja Exports Limited0.33%
- India Shelter Finance Corporation Limited0.32%
- Kewal Kiran Clothing Limited0.32%
- Innova Captab Limited0.31%
- CSB Bank Limited0.30%
- Syngene International Limited0.29%
- Indiamart Intermesh Limited0.29%
- Aster DM Healthcare Limited0.28%
- Kolte Patil Developers Limited0.27%
- Fine Organic Industries Limited0.27%
- Arman Financial Services Limited0.26%
- Apeejay Surrendra Park Hotels Limited0.25%
- Garware Technical Fibres Limited0.24%
- Grindwell Norton Limited0.24%
- Cello World Limited0.24%
- Onward Technologies Limited0.24%
- Capital Small Finance Bank Limited0.23%
- Vedant Fashions Limited0.22%
- Sai Silks Kalamandir Limited0.22%
- Craftsman Automation Limited0.22%
- Radiant Cash Management Services Limited0.22%
- Saregama India Limited0.20%
- Procter & Gamble Hygiene and Health Care Limited0.20%
- Nesco Limited0.19%
- Zydus Lifesciences Limited0.18%
- The Federal Bank Limited0.17%
- Go Fashion India Limited0.15%
- Navin Fluorine International Limited0.12%
- Cholamandalam Financial Holdings Limited0.05%
- Bank - Private14.63%
- IT - Software8.24%
- Finance - NBFC4.95%
- Consumer Food4.51%
- Miscellaneous4.37%
- Electric Equipment4.03%
- Retailing2.72%
- Diamond & Jewellery2.55%
- e-Commerce2.35%
- Refineries2.31%
- Finance Term Lending2.31%
- BPO/ITeS1.94%
- Finance - Others1.69%
- Bank - Public1.46%
- Chemicals1.32%
- Finance - Investment1.00%
- Business Support1.00%
- Depository Services0.99%
- Trading0.92%
- Plastic Products0.92%
- Airlines0.89%
- Compressors / Pumps0.88%
- Metal - Non Ferrous0.86%
- Insurance0.85%
- Textile0.78%
- Tyres & Allied0.59%
- Castings/Forgings0.49%
- Refractories0.46%
- Diversified0.45%
- Oil Exploration0.42%
- Air Conditioners0.34%
- Solvent Extraction0.33%
- Finance - Housing0.32%
- Abrasives0.24%
- Auto Ancillary0.22%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant ELSS Tax Saver Fund - Growth | ELSS | Very High | 42.53% |
ITI ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 28.48% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 25.27% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.29% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.93% |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.93% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 19.89% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 15.29% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.50% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 13.78% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India ELSS Tax Saver - Regular Plan - Growth | ELSS | Very High | 47.02% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 45.18% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 35.55% |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 35.48% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 32.59% |
Samco ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 30.96% |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth | ELSS | Very High | 30.88% |
Canara Robeco ELSS Tax Saver - Regular Plan - IDCW | ELSS | Very High | 28.68% |
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 27.14% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | -4.17% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India ELSS Tax Saver Fund - Growth | ELSS | Very High | 22.74% |
Franklin India ELSS Tax Saver Fund - Growth | ELSS | Very High | 21.60% |
JM ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.80% |
Union ELSS Tax Saver Fund - Growth | ELSS | Very High | 19.68% |
ICICI Prudential ELSS Tax Saver Fund - Growth | ELSS | Very High | 18.68% |
Baroda BNP Paribas ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 18.67% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 17.72% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.76% |
UTI ELSS Tax Saver Fund - Regular Plan - IDCW | ELSS | Very High | 14.89% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 14.18% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
DSP ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 20.35% |
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 19.45% |
Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 17.35% |
Invesco India ELSS Tax Saver Fund - Growth | ELSS | Very High | 16.82% |
HSBC Tax Saver Equity Fund - Growth | ELSS | Very High | 16.76% |
Tata ELSS Tax Saver Fund - Regular Plan - IDCW Pay | ELSS | Very High | 16.36% |
Shriram ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.97% |
Groww ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 14.07% |
Navi ELSS Tax Saver Fund - Regular Plan - Growth | ELSS | Very High | 12.47% |
Aditya Birla Sun Life Tax Plan - IDCW | ELSS | Very High | 3.41% |
Fund Managers
Mr. Ramesh MantriFund Manager
Mr. Piyush BaranwalFund Manager
Ms. Trupti AgrawalFund Manager
Mr. Dheeresh PathakAssistant Fund Manager
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WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth
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WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth
WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth
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