ELSS Tax Saverregularidcw
WhiteOak Capital ELSS Tax Saver Fund Regular Plan IDCW
₹16.4750
₹0.23 (+1.43%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.27%
1 Month-10.05%
3 Months-13.77%
6 Months-11.28%
1 Year-4.69%
3 Years (CAGR)+16.25%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Oct 2022)+12.66%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.55%
3 Year SIP+3.61%
5 Year SIP—
Since Inception (Oct 2022)+5.89%
Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹500
Launch Date17 Oct 2022
AMFI Code150588
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
WhiteOak Capital ELSS Tax Saver Fund Regular Plan IDCW 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
WhiteOak Capital ELSS Tax Saver Fund Regular Plan IDCW is a ELSS Tax Saver mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years.
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