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: BSE 500 TRI |
| TER: 2.33% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 448.3 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 44% | Exit Load: Nil |
16.857
-0.24 (-1.4297%)
17.1%
Benchmark: 12.25%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate capital appreciation / income from a portfolio, comprising predominantly of equity and equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.59 |
| Sharpe Ratio | 1.1 |
| Alpha | 3.89 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.11%
Others
2.26%
Large Cap
53.32%
Mid Cap
11.31%
Scheme Documents
There are no scheme documents available
