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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.
Benchmark · BSE 500 TRITER · 2.66%Inception · 14-10-2022
NAV
₹16.83
-0.81% · as of 29-05-2026
Since inception
15.30%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹450 Cr
AUM
Expense ratio
2.66%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +15.30% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.30%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.74%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.20%
RELIANCE INDUSTRIES LIMITED EQ3.03%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.77%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.68%
Kotak Mahindra Bank Limited2.59%
ZOMATO LIMITED EQ2.41%
Nestle India Ltd2.25%
STATE BANK OF INDIA EQ NEW RE. 1/-2.21%
Sector allocation
Financial Services33.47%
Capital Goods9.17%
Healthcare8.42%
Automobile and Auto Components6.96%
Information Technology6.58%
Consumer Services5.71%
Consumer Durables4.26%
Telecommunication4.20%
Oil, Gas & Consumable Fuels4.19%
Fast Moving Consumer Goods3.66%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.3% p.a.₹10,000
10 years
Projected value
₹28,38,660
Invested: ₹12,00,000
Gained: ₹16,38,660
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
₹398.68
1Y
+11.5%
3Y
+18.2%
5Y
+16.3%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹53.54
1Y
+4.0%
3Y
+22.5%
5Y
+18.3%
Edelweiss ELSS Tax Saver Reg Gr
₹111.47
1Y
+3.3%
3Y
+14.2%
5Y
+12.6%
Tata ELSS FundGrReg Plan
₹45.03
1Y
+3.1%
3Y
+14.7%
5Y
+13.2%
BARODA BNP PARIBAS ELSS Tax Saver Gr
₹95.97
1Y
+2.8%
3Y
+16.6%
5Y
+12.6%
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