← Equity: ELSS
Start this SIP →
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 · 2.59%Inception · 14-10-2022
NAV
₹17.26
-0.09% · as of 12-10-2026
Since inception
14.49%
CAGR
Benchmark (inception)
11.85%
CAGR
Fund size
₹481 Cr
AUM
Expense ratio
2.59%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.49% CAGR vs benchmark +11.85%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.51%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.32%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.09%
Nestle India Ltd3.26%
RELIANCE INDUSTRIES LIMITED EQ2.58%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.55%
Kotak Mahindra Bank Limited2.45%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.42%
ZOMATO LIMITED EQ2.37%
MARUTI SUZUKI INDIA LIMITED EQ1.79%
Sector allocation
Financial Services33.44%
Healthcare10.88%
Capital Goods9.23%
Automobile and Auto Components6.56%
Consumer Services6.01%
Information Technology5.28%
Consumer Durables4.53%
Fast Moving Consumer Goods4.14%
Telecommunication4.09%
Chemicals3.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.5% p.a.₹10,000
10 years
Projected value
₹27,00,587
Invested: ₹12,00,000
Gained: ₹15,00,587
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
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.