NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹500
Min Lumpsum	₹500
Expense Ratio	0.86%
NAV	₹19.81 (11 Nov 2026)
Fund Size	₹479.64 Cr
Fund Started	14 Oct 2022
Lock-in Period	3 days
Exit Load	Nil.

Returns	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
1M	6.23%
3M	0.71%
6M	7.54%
1Y	4.90%
3Y	16.97%
5Y	—
Since Inception	18.02%

Trailing risk-adjusted performance measures

Risk Ratio	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Alpha	9.56
Beta	0.99
Sharpe	0.63
Standard Deviation	4.45

Holding Analysis	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Top 5 Holdings	22.37%
Top 10 Holdings	34.84%
Portfolio Turnover	0.35
Equity	97.37%
Debt	2.70%
Cash	—

Fund Manager	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Name	, , , ,

About	WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
AMC	WhiteOak Capital Mutual Fund
Scheme Category	ELSS - Tax Saver Fund
Benchmark	BSE 500 TRI
Launch Date	16 Aug 2022