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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Fund House:
WhiteOak Capital Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
14-10-2022
ISIN Number:
INF03VN01647
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
308.33
Nav (20-12-2024)
17.093
CAGR Since Inception:
27.57
Benchmark:
BSE 500 TRI
Expense Ratio (30-11-2024)::
2.34 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 27.42 26.1 18.09 18 13.26
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak:
Scheme Objective
The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 27.57% 13.95% 16.05%
1 Year 31.00% 12.84% 23.30%
3 Year 0.00% 13.73% 17.92%
5 Year 0.00% 15.28% 19.01%
10 Year 0.00% 12.46% 13.96%
Nav / Index Value as on2024-12-22 308.33% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 2.26
Equity 97.74
Company Holding
HDFC BANK LIMITED 5.38
ICICI BANK LIMITED 4.8
ZOMATO LIMITED 3.13
ICICI SECURITIES LIMITED 3.05
KRN HEAT EXCHANGER AND REFRIGERATION LIMITED 2.13
CIGNITI TECHNOLOGIES LIMITED 1.9
BHARTI AIRTEL LIMITED 1.84
MOTILAL OSWAL FINANCIAL SERVICES LIMITED 1.83
LARSEN AND TOUBRO LIMITED 1.74
MAHINDRA AND MAHINDRA LIMITED 1.58
FAQ's of WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
How do I use the SIP Calculator to calculate WhiteOak Capital Mutual Fund ?

To calculate the WhiteOak Capital Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth