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WhiteOak Capital ELSS Tax Saver Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital ELSS Tax Saver Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹456 Cr

Lock In Period

3 Years

Expense Ratio

2.47

Exit Load

Nil

Benchmark

BSE 500 Total Return

Summary

WhiteOak Capital ELSS Tax Saver Fund Growth NAV is ₹17.403 as of 21 Jun, 2026. WhiteOak Capital ELSS Tax Saver Fund Growth has delivered 58.52% returns since its launch. The minimum SIP investment amount in WhiteOak Capital ELSS Tax Saver Fund Growth is ₹500. The AUM of WhiteOak Capital ELSS Tax Saver Fund Growth is ₹456 Cr. The expense ratio of the fund is 2.47%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital ELSS Tax Saver Fund Growth has delivered 4.26% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.260.547.41
6M-1.191.9424.27
1Y1.094.7278.49
3Y16.6013.84130.26

Portfolio Analysis

  • Equity: 98.55%
  • Debt: 1.45%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited8.08%
2. HDFC Bank Limited6.12%
3. Kotak Mahindra Bank Limited2.49%
4. Axis Bank Limited0.59%
5. City Union Bank Limited0.54%
6. Karur Vysya Bank Limited0.41%
7. The South Indian Bank Limited0.39%
8. The Federal Bank Limited0.32%
9. CSB Bank Limited0.22%

1. Coforge Limited1.61%
2. Persistent Systems Limited1.31%
3. Tech Mahindra Limited0.76%
4. Infosys Limited0.59%
5. Tata Consultancy Services Limited0.46%
6. TBO Tek Limited0.40%
7. Billionbrains Garage Ventures Ltd0.38%
8. Intellect Design Arena Limited0.37%
9. Mastek Limited0.17%
10. Nucleus Software Exports Limited0.16%
11. Newgen Software Technologies Limited0.15%
12. LTM Limited0.14%

1. JB Chemicals & Pharmaceuticals Limited1.57%
2. Acutaas Chemicals Limited1.05%
3. Cipla Limited0.68%
4. Neuland Laboratories Limited0.60%
5. Ajanta Pharma Limited0.58%
6. Sun Pharmaceutical Industries Limited0.57%
7. Abbott India Limited0.39%
8. Gland Pharma Limited0.35%
9. Mankind Pharma Limited0.27%
10. Corona Remedies Limited0.21%
11. Sudeep Pharma Limited0.19%

1. Mahindra & Mahindra Limited2.63%
2. Maruti Suzuki India Limited1.73%

1. Bharti Airtel Limited4.19%

1. Nestle India Limited3.43%
2. Orkla India Limited0.14%

1. Aadhar Housing Finance Limited1.19%
2. India Shelter Finance Corporation Limited0.78%
3. PNB Housing Finance Limited0.52%
4. Repco Home Finance Limited0.48%

1. Muthoot Finance Limited1.15%
2. Five Star Business Finance Limited0.51%
3. Bajaj Finance Limited0.43%
4. Cholamandalam Investment and Finance Company Ltd0.33%
5. IIFL Finance Limited0.30%
6. Arman Financial Services Limited0.10%
7. Aye Finance Limited0.03%

1. Reliance Industries Limited2.64%

1. Eternal Limited2.33%
2. Cartrade Tech Limited0.31%

1. Bharat Electronics Limited2.51%

1. Max Financial Services Limited1.22%
2. Computer Age Management Services Limited0.46%
3. 360 One WAM Limited0.25%
4. Onemi Technology Solutions Limited0.23%
5. Cholamandalam Financial Holdings Limited0.16%

1. Hindalco Industries Limited1.30%
2. National Aluminium Company Limited0.70%
3. Vedanta Aluminium Metal Limited0.28%

1. Krishna Institute Of Medical Sciences Limited0.57%
2. Vijaya Diagnostic Centre Limited0.42%
3. Fortis Healthcare Limited0.40%
4. Dr. Lal Path Labs Limited0.32%
5. Jupiter Life Line Hospitals Limited0.29%
6. Kovai Medical Center and Hospital Limited0.27%

1. Asian Paints Limited0.92%
2. Indigo Paints Limited0.54%
3. Kansai Nerolac Paints Limited0.33%

1. TD Power Systems Limited1.09%
2. Ajax Engineering Limited0.67%

1. Yasho Industries Limited0.96%
2. Navin Fluorine International Limited0.78%

1. Titan Company Limited1.59%

1. State Bank of India1.48%

1. Bajaj Finserv Limited1.13%

1. Poly Medicure Limited0.63%
2. Vasa Denticity Limited0.49%

About Fund WhiteOak Capital ELSS Tax Saver Fund Growth

WhiteOak Capital ELSS Tax Saver Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹456 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.47. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth075.75 CR1.17
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth036.23 CR1.17
WhiteOak Capital ELSS Tax Saver Fund Growth2455.66 CR2.47
ICICI Prudential R.I.G.H.T. Fund Growth041.44 CR1.41
SBI Tax Advantage Fund - Series II Growth042.27 CR1.46
Fund Name1Y3Y
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series III Growth9.779458.001
This FundSundaram Long Term Micro Cap Tax Advantage Fund - Series VI Growth8.616958.4408
This FundWhiteOak Capital ELSS Tax Saver Fund Growth1.088558.5159
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

WhiteOak Capital ELSS Tax Saver Fund Growth FAQs

WhiteOak Capital ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital ELSS Tax Saver Fund Growth is 2.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital ELSS Tax Saver Fund Growth’s fund performance is as follows:
  • 1 Month : 4.26%
  • 6 Months : -1.19%
  • 1 Year : 1.09%
  • 3 Years : 16.60%
Returns of WhiteOak Capital ELSS Tax Saver Fund Growth are updated daily based on NAV of ₹ 17.403 as on Jun 19,2026. Since inception, the return has been 58.52%.

You can invest in WhiteOak Capital ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital ELSS Tax Saver Fund Growth is ₹456 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.