WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Category: Equity: ELSS
Launch Date: 14-10-2022
Asset Class:
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.33% As on (31-01-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 144.18 Cr As on (31-01-2024)
Turn over:
NAV as on 01-03-2024

14.082

0.2 (1.4132%)

CAGR Since Inception

27.79%

S&P BSE 500 TRI 13.74%

PERFORMANCE of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Scheme Performance (%) Data as on - 01-03-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 44.55 - - - 27.79
S&P BSE 500 TRI 39.47 19.47 19.0 16.71 13.74
Equity: ELSS 38.48 18.9 18.29 17.07 16.67

Yearly Performance (%)

Nav Movement

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant

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.

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

Period
Data as on - 01-03-2024
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 44.55 0.0 0.0 0.0 0.0
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 58.96 30.55 32.41 32.58 26.19
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 58.94 33.24 26.77 22.34 17.64
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 52.86 26.11 24.21 26.02 19.22
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 50.84 26.7 22.33 20.3 0.0
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 50.27 25.21 17.4 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 45.39 28.78 25.44 18.88 16.45
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 45.33 23.83 21.54 18.82 17.33
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 44.14 22.39 20.39 20.79 18.9
HSBC Tax Saver Equity Fund - Growth 05-01-2007 41.82 19.2 18.76 17.54 15.93

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

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300