WhiteOak Capital Mutual Fund · Equity · ELSS (Tax Saver) · Direct plan
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan - Growth
₹18.411NAV on 30 Oct 2026Expense ratio 0.86%
29 Oct 2025NAV low 16.1 · high 19.67-2.6%
In plain words
Over 3 years it returned +15.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.4%.
On 3-year return it ranks 3 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 3 years ended ₹11,275 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.7% | +1.9% |
| 3 months | -3.5% | -5.1% |
| 6 months | +3.2% | -3.2% |
| 1 year | -2.3% | -10.2% |
| 3 years (yearly) | +15.5% | +7.4% |
| Since start (yearly) | +16.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,295 | +0.4% |
| 3 years | ₹3,60,000 | ₹4,01,714 | +6.9% |
Other plan of this fund: WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth