WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Fund House: WhiteOak Capital Mutual Fund
Category: Equity: ELSS
Launch Date: 14-10-2022
Asset Class:
Benchmark: S&P BSE 500 TRI
TER: 2.32% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 192.91 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil

14.062

24.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 42.59 - - - -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 60.25 25.5 31.11 31.14 25.19
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 58.82 31.51 28.25 20.97 17.02
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 56.33 29.95 25.24 19.83 -
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 52.72 26.24 24.95 24.67 18.84
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 51.96 27.28 18.63 - -
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 46.09 23.1 22.42 19.33 17.89
HDFC ELSS Tax saver - Growth Plan 05-03-1996 44.44 25.73 26.82 17.09 15.04
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 44.2 22.56 23.47 17.16 16.37
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 42.51 19.37 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.66%

Others

11.04%

Large Cap

50.21%

Mid Cap

13.09%

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