WhiteOak Capital ELSS Tax Saver Fund - Growth - Regular Plan

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  • Net Change on 27-03-2026

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated -2.06 14.12 8.35 1.54 33,185.50
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 -0.84 21.10 18.24 1.57 32,171.48
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 2.37 15.53 13.03 1.56 26,202.62
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 -1.15 18.27 15.52 1.64 17,249.79
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 -0.77 18.58 18.13 1.70 16,618.14

Fund Holdings as on 28-February-2026

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Clearing Corporation of India Ltd

  • Mahindra & Mahindra Limited

  • State Bank of India

  • Bharat Electronics Limited

  • Reliance Industries Limited

  • Kotak Mahindra Bank Limited

  • Eternal Limited

  • Nestle India Limited

  • Maruti Suzuki India Limited

  • Bharti Airtel Limited

  • Titan Company Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Bharti Airtel Limited - Partly paid up **

  • Muthoot Finance Limited

  • Persistent Systems Limited

  • Max Financial Services Limited

  • Bajaj Finserv Limited

  • Aadhar Housing Finance Limited

  • Hindalco Industries Limited

  • Cigniti Technologies Limited

  • Acutaas Chemicals Limited

  • Asian Paints Limited

  • Tata Steel Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • ICICI Prudential Asset Management Company Limited

  • The Phoenix Mills Limited

  • India Shelter Finance Corporation Limited

  • TD Power Systems Limited

  • Tube Investments of India Limited

  • Ambuja Cements Limited

  • Yasho Industries Limited

  • Aditya Infotech Limited

  • Navin Fluorine International Limited

  • KRN Heat Exchanger And Refrigeration Limited

  • Azad Engineering Ltd

  • Dynamatic Technologies Limited

  • Oil & Natural Gas Corporation Limited

  • Ajanta Pharma Limited

  • Poly Medicure Limited

  • National Aluminium Company Limited

  • Jyothy Labs Limited

  • Krishna Institute Of Medical Sciences Limited

  • CARE Ratings Limited

  • Sun Pharmaceutical Industries Limited

  • Tata Consultancy Services Limited

  • Godrej Consumer Products Limited

  • Vasa Denticity Limited

  • Ajax Engineering Limited

  • Tech Mahindra Limited

  • Vedanta Limited

  • Info Edge (India) Limited

  • Power Finance Corporation Limited

  • Coforge Limited

  • Bajaj Finance Limited

  • Pidilite Industries Limited

  • Repco Home Finance Limited

  • Nippon Life India Asset Management Limited

  • Karur Vysya Bank Limited

  • City Union Bank Limited

  • Eureka Forbes Ltd

  • Neuland Laboratories Limited

  • S.J.S. Enterprises Limited

  • InterGlobe Aviation Limited

  • Fortis Healthcare Limited

  • Kirloskar Oil Engines Limited

  • NTPC Limited

  • TBO Tek Limited

  • Computer Age Management Services Limited

  • The South Indian Bank Limited

  • Abbott India Limited

  • Travel Food Services Limited

  • Shaily Engineering Plastics Limited

  • eClerx Services Limited

  • Leela Palaces Hotels & Resorts Limited

  • Cholamandalam Investment and Finance Company Ltd

  • PB Fintech Limited

  • Lumax Auto Technologies Limited

  • Intellect Design Arena Limited

  • Safari Industries (India) Limited

  • International Gemmological Institute India Ltd

  • Five Star Business Finance Limited

  • Sona BLW Precision Forgings Limited

  • The Federal Bank Limited

  • Cartrade Tech Limited

  • Vijaya Diagnostic Centre Limited

  • Elgi Equipments Limited

  • Indigo Paints Limited

  • Fine Organic Industries Limited

  • PNB Housing Finance Limited

  • Jupiter Life Line Hospitals Limited

  • Cipla Limited

  • Carraro India Limited

  • KEI Industries Limited

  • Awfis Space Solutions Limited

  • Trent Limited

  • Kovai Medical Center and Hospital Limited

  • AIA Engineering Limited

  • Mankind Pharma Limited

  • 360 One WAM Limited

  • Bharat Bijlee Limited

  • Canara HSBC Life Insurance company Ltd

  • Gillette India Limited

  • REC Limited

  • Crompton Greaves Consumer Electricals Limited

  • Indiqube Spaces Limited

  • Aditya Birla Sun Life AMC Limited

  • Blue Star Limited

  • CSB Bank Limited

  • Inventurus Knowledge Solutions Limited

  • Neogen Chemicals Limited

  • Le Travenues Technology Ltd

  • Emmvee Photovoltaic Power Limited

  • Epack Prefab Technologies Limited

  • Oil India Limited

  • Newgen Software Technologies Limited

  • Lemon Tree Hotels Limited

  • Cholamandalam Financial Holdings Limited

  • Mastek Limited

  • Nucleus Software Exports Limited

  • Sudeep Pharma Limited

  • LTIMindtree Limited

  • Latent View Analytics Limited

  • MTAR Technologies Limited

  • Orkla India Limited

  • NMDC Limited

  • Arman Financial Services Limited

  • EMA Partners India Limited

  • Motilal Oswal Financial Services Limited

  • CapitalNumbers Infotech Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Bank - Public

  • Finance - NBFC

  • Finance - Housing

  • Defence

  • Refineries

  • Chemicals

  • Consumer Food

  • Engineering - Industrial Equipments

  • e-Commerce

  • Auto Ancillary

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Finance - Asset Management

  • Finance - Investment

  • Finance - Others

  • Trading

  • Paints

  • BPO/ITeS

  • Business Support

  • Electric Equipment

  • Compressors / Pumps

  • Oil Exploration

  • Steel & Iron Products

  • Engineering - Construction

  • Construction - Real Estate

  • Cement & Construction Materials

  • Finance Term Lending

  • Consumer Durables - Domestic Appliances

  • Aluminium & Aluminium Products

  • Travel Services

  • Medical Equipment/Supplies/Accessories

  • Plastic Products

  • Ratings

  • Hotel, Resort & Restaurants

  • Airlines

  • Power Generation/Distribution

  • Depository Services

  • Restaurants

  • Fintech

  • Automobiles - Dealers & Distributors

  • Finance - Stock Broking

  • Cable

  • Retailing

  • Castings/Forgings

  • Insurance

  • Air Conditioners

  • Glass

  • Engineering

  • Mining & Minerals

  • Professional Services

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Fund Manager

  • Cash

  • Equity

  • Rights

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About WhiteOak Capital ELSS Tax Saver Fund

Scheme Analysis

WhiteOak Capital ELSS Tax Saver Fund is a Equity - ELSS fund and belongs to WhiteOak Capital Mutual Fund. It was launched on 14-Oct-2022 and currently has an AUM of ₹438.21 crore. WhiteOak Capital ELSS Tax Saver Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of WhiteOak Capital ELSS Tax Saver Fund ended down ₹-0.31(-1.99%)yesterday to ₹15.494.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The WhiteOak Capital ELSS Tax Saver Fund is managed by Piyush Baranwal and Ramesh Mantri.

Fund House Contact

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025

022-6918 7607
022 69187643