43126
73700
WhiteOak Capital ELSS Tax Saver Fund - Direct Growth
33.17
-3.56
4.10
-1.03
10.63
30.02
  • WhiteOak Capital ELSS Tax Saver Fund - Direct Growth

  • NAV

    17.75

    as on 20 Dec 2024

  • ₹-0.35 (-1.95%)

    Last Change

  • ₹ 500

    Min SIP
  • ₹ 500

    Min Lumpsum
  • 0.7%

    Expense Ratio
  • Rating
  • 309 Cr

    Fund Size
  • 2 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 33.17%
  • -
  • -
  • 30.02
  • 14.20Alpha
  • 3.15SD
  • 0.87Beta
  • 1.85Sharpe
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Ramesh Mantri

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name
  • Fund Size (Cr.) - ₹ 309
  • Fund Size (Cr.) - ₹ 82
  • Fund Size (Cr.) - ₹ 39
  • Fund Size (Cr.) - ₹ 38
  • Fund Size (Cr.) - ₹ 79

WhiteOak Capital Mutual Fund

  • AUM :
  • 13,161Cr
  • Address :
  • Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
  • Contact :
  • +91022 69187607
  • Email ID :
  • Clientservice@whiteoakamc.com
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in WhiteOak Capital ELSS Tax Saver Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for WhiteOak Capital ELSS Tax Saver Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

WhiteOak Capital ELSS Tax Saver Fund - Direct Growth has delivered 34.06% since inception

The NAV of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth is ₹16.653 as of 20 Dec 2024

The expense ratio of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth 221.98 CR as of 20 Dec 2024

The minimum SIP amount of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth is 500

The top stock holdings of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth are

  1. HDFC Bank - 5.38%
  2. ICICI Bank - 4.80%
  3. Zomato Ltd - 3.13%
  4. ICICI Securities - 3.05%
  5. KRN Heat Exchan - 2.13%

The top sectors WhiteOak Capital ELSS Tax Saver Fund - Direct Growth has invested in are

  1. Banks - 12.36%
  2. Finance - 9.21%
  3. Capital Markets - 6.49%
  4. Retailing - 6.27%
  5. IT-Software - 5.95%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select WhiteOak Capital ELSS Tax Saver Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital ELSS Tax Saver Fund - Direct Growth based on your investment objective and risk tolerance

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