WhiteOak Capital ELSS Tax Saver Fund
Current Fund Size :
N.A.
₹18
NAV
21.79% p.a.
Overall Return
-1.57%
1-Day Change
0.67%
Expense Ratio
₹ 407 Cr
AUM (Fund Size)
3+ yrs
Fund Age
Investment Policy
Benchmark
BSE 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0%
Lock-in Period
3 Years
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
3 yrs 1 m since Aug 16, 2022
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | WhiteOak Capital ELSS Tax Saver Fund | 0.47% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 407 Cr | 3 yrs 1 m | 0.67% |
| 2 | Parag Parikh ELSS Tax Saver Fund | 1.52% | 20.16% | 22.11% | 9.79 | 0.67 | 1.20 | 1.92 | 5,524 Cr | 6 yrs 2 m | 0.62% |
| 3 | HDFC ELSS Tax Saver Fund | 0.96% | 23.51% | 26.26% | 11.49 | 0.84 | 1.23 | 2.13 | 16,525 Cr | 12 yrs 8 m | 1.09% |
| 4 | SBI ELSS Tax Saver Fund | -5.45% | 25.57% | 25.64% | 13.48 | 0.96 | 1.17 | 1.99 | 29,937 Cr | 12 yrs 8 m | 0.95% |
| 5 | DSP ELSS Tax Saver Fund | -4.63% | 21.11% | 24.48% | 13.35 | 0.97 | 0.91 | 1.87 | 16,475 Cr | 12 yrs 8 m | 0.69% |
| 6 | Kotak ELSS Tax Saver Fund | -6.32% | 18.02% | 21.9% | 12.91 | 0.92 | 0.75 | 1.03 | 6,201 Cr | 12 yrs 8 m | 0.62% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.22% | 0.96% |
| 2 | 3 Months | -3.03% | -2.91% |
| 3 | 6 Months | 8.37% | 7.23% |
| 4 | 1 Year | 0.47% | -4.47% |
| 5 | 2 Years | 21.92% | 16.87% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | WhiteOak Capital Mid Cap Fund | 3,582 Cr | 1.33% | N.A. | View Detail |
| 2 | WhiteOak Capital Flexi Cap Fund | 5,744 Cr | -0.6% | N.A. | View Detail |
| 3 | WhiteOak Capital Large Cap Fund | 1,014 Cr | -0.86% | N.A. | View Detail |
| 4 | WhiteOak Capital Multi Cap Fund | 2,262 Cr | 2.12% | N.A. | View Detail |
| 5 | WhiteOak Capital Pharma and Healthcare Fund | 424 Cr | 5.65% | N.A. | View Detail |
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