WhiteOak Capital ELSS Tax Saver Fund Regular Growth
EquityELSS (Tax Savings)
17.92
0.15(0.83%)
NAV as on 02 Jan, 2026
CAGR
20.74%3Y lock in
- AUM (Crs.)451.38
- Expense Ratio2.33 %
- Sharpe Ratio / Category Average1.04 / 0.75
- Standard Deviation / Category Average12.56 / 13.01
- Beta / Category Average0.92 / 0.94
- Portfolio Turnover / Category Average41.89 / 59.59
- Top 5 Stocks Wt.23.26
- Top 10 Stocks Wt.34.70
- Top 3 Sectors Wt.59.94
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRamesh Mantri, Piyush Baranwal, Trupti Agrawal, Ashish Agrawal, Dheeresh Pathak
- Launch Date14 Oct, 2022
- BenchmarkS&P BSE 500
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.
Riskometer
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