Comprehensive analysis of WhiteOak Capital ELSS Tax Saver Fund (IDCW) (43125) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
High Expenses
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has outperformed its benchmark by 5.20% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 8.71% |
| ICICI Bank Ltd | Banks | 8.49% |
| HDFC Bank Ltd | Banks | 7.12% |
| HDFC Bank Ltd | Banks | 7.06% |
| Bharti Airtel Ltd | Telecomm-Service | 3.46% |
| Bharti Airtel Ltd | Telecomm-Service | 2.92% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.82% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.64% |
| Kotak Mahindra Bank Ltd | Banks | 2.58% |
| Kotak Mahindra Bank Ltd | Banks | 2.37% |
Compare against ELSS category average
This comparison shows how the fund performs relative to the ELSS category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in ELSS category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Franklin India ELSS Tax Saver Fund - Direct (G) | ₹1672.61 | 11.37% | 2.74% | 6.49% |
| HDFC ELSS Tax Saver Fund - Direct (G) | ₹1535.25 | 10.55% | 7.71% | 9.01% |
| Franklin India ELSS Tax Saver Fund - Regular (G) | ₹1500.73 | 11.16% | 2.34% | 5.65% |
| HDFC ELSS Tax Saver Fund (G) | ₹1422.30 | 10.39% | 7.40% | 8.36% |
| ICICI Pru ELSS Tax Saver Fund - Direct (G) | ₹1039.31 | 10.18% | 6.78% | 8.95% |
| ICICI Pru ELSS Tax Saver Fund - (G) | ₹936.59 | 10.00% | 6.45% | 8.27% |
| Sundaram ELSS Tax Saver Fund - Direct (G) | ₹547.67 | 10.79% | 4.32% | 5.47% |
| Sundaram ELSS Tax Saver Fund - Direct (IDCW-H) | ₹547.11 | 10.79% | 4.32% | 5.47% |
| Sundaram ELSS Tax Saver Fund - Regular (G) | ₹512.42 | 10.65% | 4.05% | 4.91% |
| SBI ELSS Tax Saver Fund - Direct (G) | ₹479.64 | 9.74% | 4.37% | 5.08% |
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.