← 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
₹18.41
+0.35% · as of 28-08-2026
Since inception
16.94%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹494 Cr
AUM
Expense ratio
2.59%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +16.94% CAGR vs benchmark +12.15%.
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?
@ 16.9% p.a.₹10,000
10 years
Projected value
₹31,44,453
Invested: ₹12,00,000
Gained: ₹19,44,453
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
₹413.76
1Y
+17.7%
3Y
+16.1%
5Y
+15.6%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹58.23
1Y
+17.3%
3Y
+22.2%
5Y
+17.4%
JM ELSS Tax Saver Fund Gr
₹53.22
1Y
+11.4%
3Y
+16.5%
5Y
+14.8%
Tata ELSS FundGrReg Plan
₹47.82
1Y
+11.2%
3Y
+13.1%
5Y
+12.8%
HSBC ELSS Tax Saver Fund Reg Gr
₹144.43
1Y
+10.3%
3Y
+17.2%
5Y
+13.6%
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.