WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
1M
6M
1Y
All
NAV: 10 Dec 2024₹18.49
Min. SIP amount₹500
RatingNA
Fund size₹293.86Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Absolute returns
3M6M1YAll
Fund returns5.8%20.5%38.9%83.5%
Category averageNANA28.3%NA
Rank with in category224NA
Understand terms

Peer Comparison

Holdings (134)

NameSectorInstrumentAssets
FinancialEquity5.28%
FinancialEquity4.93%
FinancialEquity3.30%
ServicesEquity2.85%
Consumer StaplesEquity2.01%
FinancialEquity1.96%
CommunicationEquity1.92%
ConstructionEquity1.79%
ServicesEquity1.68%
TechnologyEquity1.67%
Capital GoodsEquity1.51%
EnergyEquity1.48%
FinancialEquity1.43%
HealthcareEquity1.43%
TechnologyEquity1.28%
Consumer DiscretionaryEquity1.27%
Capital GoodsEquity1.25%
TechnologyEquity1.25%
Capital GoodsEquity1.23%
AutomobileEquity1.20%
FinancialEquity1.17%
Capital GoodsEquity1.05%
Consumer StaplesEquity1.03%
FinancialEquity1.02%
Capital GoodsEquity0.99%
ServicesEquity0.98%
ConstructionEquity0.92%
FinancialEquity0.91%
AutomobileEquity0.89%
FinancialEquity0.89%
FinancialEquity0.88%
FinancialEquity0.88%
ServicesEquity0.87%
EnergyEquity0.86%
Metals & MiningEquity0.85%
ServicesEquity0.83%
FinancialEquity0.81%
FinancialEquity0.78%
Consumer StaplesEquity0.75%
TechnologyEquity0.74%
Consumer StaplesEquity0.73%
Capital GoodsEquity0.72%
TechnologyEquity0.71%
ServicesEquity0.71%
FinancialEquity0.69%
Capital GoodsEquity0.68%
HealthcareEquity0.64%
ChemicalsEquity0.64%
ServicesEquity0.64%
InsuranceEquity0.63%
Capital GoodsEquity0.63%
Consumer DiscretionaryEquity0.62%
TechnologyEquity0.62%
AutomobileEquity0.62%
HealthcareEquity0.61%
HealthcareEquity0.61%
Consumer StaplesEquity0.61%
TechnologyEquity0.60%
FinancialEquity0.58%
FinancialEquity0.56%
FinancialEquity0.55%
HealthcareEquity0.54%
Capital GoodsEquity0.54%
ServicesEquity0.53%
ServicesEquity0.52%
ServicesEquity0.51%
Consumer DiscretionaryEquity0.51%
Capital GoodsEquity0.51%
HealthcareEquity0.50%
Capital GoodsEquity0.50%
FinancialEquity0.50%
HealthcareEquity0.50%
NA
NAEquity0.50%
AutomobileEquity0.47%
HealthcareEquity0.47%
ChemicalsEquity0.47%
HealthcareEquity0.47%
ServicesEquity0.47%
HealthcareEquity0.46%
TechnologyEquity0.45%
ChemicalsEquity0.45%
HealthcareEquity0.43%
HealthcareEquity0.43%
HealthcareEquity0.42%
Capital GoodsEquity0.42%
HealthcareEquity0.42%
TextilesEquity0.40%
Metals & MiningEquity0.40%
TechnologyEquity0.39%
AutomobileEquity0.39%
CommunicationEquity0.39%
Metals & MiningEquity0.38%
FinancialEquity0.38%
HealthcareEquity0.37%
Metals & MiningEquity0.36%
TechnologyEquity0.34%
Consumer DiscretionaryEquity0.33%
TextilesEquity0.33%
HealthcareEquity0.32%
ChemicalsEquity0.31%
ConstructionEquity0.30%
ServicesEquity0.29%
FinancialEquity0.28%
ConstructionEquity0.28%
ConstructionEquity0.28%
HealthcareEquity0.28%
ChemicalsEquity0.28%
Consumer StaplesEquity0.26%
Capital GoodsEquity0.26%
FinancialEquity0.26%
ServicesEquity0.24%
ServicesEquity0.24%
HealthcareEquity0.24%
ServicesEquity0.24%
ChemicalsEquity0.23%
HealthcareEquity0.23%
FinancialEquity0.23%
ServicesEquity0.22%
ChemicalsEquity0.21%
ChemicalsEquity0.21%
TextilesEquity0.20%
FinancialEquity0.18%
ConstructionPPE0.17%
FinancialEquity0.15%
ConstructionEquity0.15%
FinancialEquity0.14%
FinancialEquity0.14%
Consumer StaplesEquity0.14%
ServicesEquity0.14%
FinancialEquity0.13%
TechnologyEquity0.12%
Consumer StaplesEquity0.09%
ConstructionEquity0.08%
ServicesEquity0.05%
See All

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.7%
1Y annualised returns higher than category average by 11.24%

Cons

Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.70%

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%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Shariq Merchant
Sep 2022 - Present
View details

Education
Mr. Merchant has done B.Com, M.Com, CA and CFA
Experience
Prior to joining WhiteOak Capital Mutual Fund, he has worked with Duro Capital, Quant Investment Adviosrs, Ambit Investment Advisor Pvt. Ltd and CNK & Associates LLP
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
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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