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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

PeriodFundBenchmark
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

PeriodInvestedValue nowYearly 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

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