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WhiteOak Capital Mutual Fund · Equity: ELSS
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
To generate capital appreciation / income from a portfolio, comprising predominantly of equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE 500 TRITER · 2.47%Inception · 14-10-2022
NAV
₹17.81
+0.29% · as of 15-07-2026
Since inception
16.49%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹474 Cr
AUM
Expense ratio
2.47%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +16.49% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.08%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.12%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.19%
Nestle India Ltd3.43%
RELIANCE INDUSTRIES LIMITED EQ2.64%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.63%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.51%
Kotak Mahindra Bank Limited2.49%
ZOMATO LIMITED EQ2.33%
MARUTI SUZUKI INDIA LIMITED EQ1.73%
Sector allocation
Financial Services32.59%
Healthcare9.85%
Capital Goods9.82%
Automobile and Auto Components6.78%
Information Technology5.85%
Consumer Services5.67%
Consumer Durables4.59%
Telecommunication4.19%
Fast Moving Consumer Goods4.12%
Oil, Gas & Consumable Fuels3.61%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.5% p.a.₹10,000
10 years
Projected value
₹30,56,865
Invested: ₹12,00,000
Gained: ₹18,56,865
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150589
ISIN (Growth)
INF03VN01647
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: ELSS funds
Quant ELSS Tax Saver Gr Reg Plan
₹405.42
1Y
+9.8%
3Y
+16.4%
5Y
+14.9%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.61
1Y
+4.4%
3Y
+21.4%
5Y
+17.2%
Tata ELSS FundGrReg Plan
₹46.51
1Y
+3.7%
3Y
+13.2%
5Y
+12.8%
Baroda BNP Paribas ELSS Tax Saver Gr
₹99.03
1Y
+3.4%
3Y
+15.2%
5Y
+11.9%
Edelweiss ELSS Tax Saver Reg Gr
₹115.07
1Y
+3.4%
3Y
+13.3%
5Y
+11.8%
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