WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
1M
6M
1Y
All
NAV: 25 Apr 2025₹16.98
Min. SIP amount₹500
RatingNA
Fund size₹341.11Cr

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 returns-1.0%-5.2%17.0%69.1%
Category averageNANA5.5%NA
Rank with in category2182NA
Understand terms

Peer Comparison

Holdings (137)

NameSectorInstrumentAssets
FinancialEquity8.24%
FinancialEquity6.82%
FinancialEquity3.09%
CommunicationEquity2.43%
ServicesEquity2.40%
EnergyEquity1.93%
AutomobileEquity1.91%
TechnologyEquity1.83%
Consumer StaplesEquity1.71%
TechnologyEquity1.52%
ConstructionEquity1.48%
TechnologyEquity1.47%
FinancialEquity1.32%
Capital GoodsEquity1.29%
CommunicationPPE1.26%
FinancialEquity1.12%
HealthcareEquity1.09%
ServicesEquity1.08%
FinancialEquity1.04%
Consumer DiscretionaryEquity1.02%
Capital GoodsEquity1.02%
ServicesEquity1.02%
ServicesEquity1.01%
AutomobileEquity0.99%
FinancialEquity0.99%
ServicesEquity0.97%
HealthcareEquity0.95%
FinancialEquity0.94%
TechnologyEquity0.92%
FinancialEquity0.91%
FinancialEquity0.89%
TechnologyEquity0.87%
Consumer StaplesEquity0.86%
ConstructionEquity0.82%
FinancialEquity0.80%
AutomobileEquity0.79%
Capital GoodsEquity0.79%
FinancialEquity0.78%
Consumer StaplesEquity0.78%
ServicesEquity0.78%
Metals & MiningEquity0.75%
Capital GoodsEquity0.65%
FinancialEquity0.63%
FinancialEquity0.62%
Capital GoodsEquity0.61%
HealthcareEquity0.60%
Consumer StaplesEquity0.58%
ServicesEquity0.57%
Capital GoodsEquity0.56%
Metals & MiningEquity0.55%
HealthcareEquity0.55%
ServicesEquity0.54%
Capital GoodsEquity0.53%
FinancialEquity0.53%
TextilesEquity0.52%
Capital GoodsEquity0.51%
ServicesEquity0.51%
ChemicalsEquity0.50%
FinancialEquity0.50%
ServicesEquity0.49%
FinancialEquity0.48%
Capital GoodsEquity0.47%
Consumer DiscretionaryEquity0.47%
HealthcareEquity0.45%
HealthcareEquity0.45%
Metals & MiningEquity0.44%
HealthcareEquity0.44%
HealthcareEquity0.43%
Consumer DiscretionaryEquity0.43%
HealthcareEquity0.43%
TechnologyEquity0.41%
InsuranceEquity0.41%
TechnologyEquity0.40%
AutomobileEquity0.40%
FinancialEquity0.39%
HealthcareEquity0.39%
EnergyEquity0.38%
HealthcareEquity0.37%
Capital GoodsEquity0.37%
HealthcareEquity0.37%
HealthcareEquity0.37%
ServicesEquity0.37%
ServicesEquity0.36%
HealthcareEquity0.36%
HealthcareEquity0.35%
CommunicationEquity0.35%
EnergyEquity0.34%
HealthcareEquity0.34%
ConstructionEquity0.34%
ServicesEquity0.34%
ChemicalsEquity0.33%
HealthcareEquity0.33%
EnergyEquity0.32%
HealthcareEquity0.32%
Consumer DiscretionaryEquity0.32%
TechnologyEquity0.32%
Consumer StaplesEquity0.31%
Capital GoodsEquity0.30%
Capital GoodsEquity0.30%
Metals & MiningEquity0.30%
Consumer DiscretionaryEquity0.29%
ConstructionEquity0.28%
TechnologyEquity0.28%
ChemicalsEquity0.28%
ServicesEquity0.28%
HealthcareEquity0.28%
AutomobileEquity0.27%
ChemicalsEquity0.25%
FinancialEquity0.24%
ServicesEquity0.23%
Consumer StaplesEquity0.23%
AutomobileEquity0.22%
Capital GoodsEquity0.21%
Capital GoodsEquity0.21%
ChemicalsEquity0.20%
ConstructionEquity0.20%
FinancialEquity0.20%
FinancialEquity0.19%
HealthcareEquity0.19%
Consumer StaplesEquity0.18%
Capital GoodsEquity0.16%
FinancialEquity0.16%
ServicesEquity0.15%
Consumer DiscretionaryEquity0.15%
ServicesEquity0.14%
ServicesEquity0.13%
Capital GoodsEquity0.12%
FinancialEquity0.12%
ConstructionEquity0.12%
ServicesEquity0.11%
FinancialEquity0.10%
FinancialEquity0.10%
ChemicalsEquity0.10%
TechnologyEquity0.10%
AutomobileEquity0.09%
TechnologyEquity0.08%
ServicesEquity0.02%
See All

Pros and cons

Category: Equity ELSS

Pros

Exit load is zero
Lower expense ratio: 0.65%
1Y annualised returns higher than category average by 9.54%

Cons

Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.65%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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

Piyush Baranwal
Aug 2022 - Present
View details

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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