WhiteOak Capital ELSS Tax Saver Fund - Direct Plan does not yet have a 5-year performance history.
The average return for ELSS funds is 63.29% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.52% .
The fund currently owns more than 141 stocks.
The top 10 holdings account for 36.11% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.96% | -3.86% |
| 2 Year Return | 55.29% | 7.32% |
| 3 Year Return | N/A | 26.26% |
| 4 Year Return | N/A | 48.86% |
| 5 Year Return | N/A | 63.29% |
| 6 Year Return | N/A | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.64% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.52%
|
|
| 2 | Finance - Banks - Private Sector |
5.06%
|
|
| 3 | Communication Services |
4.28%
|
|
| 4 | Food Processing & Packaging |
3.95%
|
|
| 5 | Consumer Discretionary |
2.71%
|
|
| 6 | E-Commerce/E-Retail |
2.60%
|
|
| 7 | Energy |
2.50%
|
|
| 8 | Finance - Banks - Private Sector |
2.34%
|
|
| 9 | Financials |
2.29%
|
|
| 10 | Consumer Discretionary |
1.86%
|
|
| 11 | Health Care |
1.85%
|
|
| 12 | IT Consulting & Software |
1.79%
|
AMC: WHITEOAKCAPITAL
Category: Equity • ELSS
Launch Date: 16 Aug 2022
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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