WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Category: Equity: ELSS
Launch Date: 14-10-2022
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.34% As on (30-11-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 29.27 Cr As on (31-10-2024)
Turn over: 44

NAV as on 06-12-2024

17.681 0.04 (0.2489%)

CAGR Since Inception

30.17%

BSE 500 TRI 12.8%

PERFORMANCE of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Scheme Performance (%) Data as on - 06-12-2024

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	36.68	-	-	-	30.17
Benchmark	-	-	-	-	-
Equity: ELSS	28.52	18.62	20.36	14.03	16.64

Yearly Performance (%)

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Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

RETURNS CALCULATOR for WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	4.98				-	-
Equity: ELSS	-	-	-	-	-	-

PEER COMPARISION of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Compare SIP Compare Lumpsum

Period

Data as on - 06-12-2024

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	14-10-2022	36.68	29.96	0.0	0.0	0.0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option	05-01-2015	54.89	41.4	28.89	24.94	0.0
HSBC ELSS Tax saver Fund - Regular Growth	01-01-2013	41.52	30.57	21.36	20.53	14.25
HSBC Tax Saver Equity Fund - Growth	05-01-2007	40.4	28.86	21.25	20.95	13.85
SBI Long Term Equity Fund - Regular Plan- Growth	31-03-1993	38.44	34.04	26.46	25.6	14.98
JM ELSS Tax Saver Fund (Regular) - Growth option	31-03-2008	37.68	30.54	21.84	23.16	15.94
DSP ELSS Tax Saver Fund - Regular Plan - Growth	05-01-2007	34.26	28.0	21.25	22.63	16.21
Invesco India ELSS Tax Saver Fund - Growth	29-12-2006	33.92	27.77	17.34	20.15	14.65
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option	01-01-2013	33.57	27.75	18.72	19.39	13.46
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option	18-10-2019	33.56	30.77	21.77	19.38	0.0

PORTFOLIO ANALYSIS of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Asset Allocation (%)