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Business News/Market/Market Stats/    WhiteOak Capital ELSS Tax Saver Fund Regular Growth

WhiteOak Capital ELSS Tax Saver Fund Regular Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
14.87 -0.03 (-0.21%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)212.34
  • CAGR 43.10%
  • Exit Load0.00%
  • Expense ratio2.32%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2022-10-14

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 26 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The WhiteOak Capital ELSS Tax Saver Fund Regular Growth has an AUM of 212.34 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.32%. The minimum investment in WhiteOak Capital ELSS Tax Saver Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, ICICI Securities & Nestle India.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Investment Services.

 

Some of the similar funds are SBI Long Term Advantage Fund Series IV Regular Plan Growth, HSBC Tax Saver Equity Fund Growth, Quantum ELSS Tax Saver Fund - Regular Plan Growth Option, WhiteOak Capital ELSS Tax Saver Fund Regular Growth, NJ ELSS Tax Saver Scheme Regular Growth. WhiteOak Capital ELSS Tax Saver Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital ELSS Tax Saver Fund Regular Growth

According to the morning star rating WhiteOak Capital ELSS Tax Saver Fund Regular Growth has a Moderate risk & Exceptional return.
WhiteOak Capital ELSS Tax Saver Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah.
The expense ratio of WhiteOak Capital ELSS Tax Saver Fund Regular Growth is 2.32%.
The 5 year annualized return on WhiteOak Capital ELSS Tax Saver Fund Regular Growth is 0.00% & it has generated 43.10% in the last 1 year.
The minimum investment in WhiteOak Capital ELSS Tax Saver Fund Regular Growth is 500 Rs.
WhiteOak Capital ELSS Tax Saver Fund Regular Growth has an AUM of 212.34 crores.
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