White Oak Capital - ELSS Tax Saver Fund · Regular · Growth
NAV
₹17.2910
as of 17 Jun 2026
Expense Ratio
2.33%
AUM
₹435 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.38%
- 3Y
- +16.43%
- 5Y
- —
- Since Inception
- +16.07%
SIP returns (XIRR)
- 1Y
- +1.79%
- 3Y
- +9.21%
- 5Y
- —
- Since Inception
- +12.20%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹26,229
Benchmark
₹25,611
+₹618 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹22,000
Invested
₹26,229
Value today
9.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹500 lumpsum at launch — value today
Invested on the fund's first NAV date
₹500
Invested
₹831
Value today
14.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,92,807
Value today
-0.5%
vs lumpsum
Direct lumpsum would have beaten STP by 0.5% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.30
Sharpe Ratio
-0.03
Alpha
0.51
Beta
-0.29
Sortino
15.01%
Std Dev
-16.43%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
White Oak Capital - ELSS Tax Saver Fund · Regular · Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
White Oak Capital - ELSS Tax Saver Fund · Regular · Growth is a ELSS Tax Saver mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹435 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.33%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations