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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
3Y
All
NAV: 26 Dec 2025
₹17.71
Rating
4
Min. SIP amount
Not Supported
Fund size
₹437.92Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (139)
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity ELSS
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 3.3% | 21.0% | 19.5% |
| Category average | NA | 3.0% | 17.1% | NA |
| Rank with in category | NA | 22 | 4 | NA |
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Peer Comparison
| Equity, ELSS funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Growth | 5 | 5.7% | 24.0% | 32,326.50 |
HDFC ELSS Tax Saver Fund Growth | 5 | 9.4% | 21.1% | 17,241.17 |
Franklin India ELSS Tax Saver Fund Growth | 4 | 2.1% | 18.0% | 6,796.33 |
Parag Parikh ELSS Tax Saver Fund Growth | 5 | 5.5% | 17.5% | 5,790.91 |
Nippon India ELSS Tax Saver Fund Growth | 4 | 5.5% | 17.4% | 15,519.07 |
Expense ratio, exit load and tax
Expense ratio: 2.33%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Ashish AgrawalJan 2025 - PresentView details
Ashish Agrawal
Jan 2025 - Present
View details
Education
PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience
Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
NAWebsite
www.whiteoakamc.com
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
WhiteOak Capital ELSS Tax Saver Fund Growth
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