Whiteoak Capital ELSS Tax Saver IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Whiteoak Capital ELSS Tax Saver IDCW Payout Direct Plan

NAV
₹18.0510
+0.03%
(23 Jun)
AUM
383 Cr
TER
0.69%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+12.4%
+4.0%
+4.0%
+3.5%
+2.8%
+2.7%
3Y
NA
+31.4%
+31.4%
+22.1%
+31.3%
+29.0%
5Y
NA
+29.0%
+29.0%
+22.8%
+27.0%
+24.4%
ALL
+24.6%
+16.6%
+16.6%
+14.4%
+17.2%
+19.2%
VOL
13.4%
17.5%
17.5%
-
18.2%
18.6%
TER
0.7%
0.9%
0.9%
-
0.6%
0.6%
AUM
₹383 Cr
₹29,667 Cr
₹29,667 Cr
-
₹4,360 Cr
₹419 Cr
INFO
1.84
0.95
0.95
-
0.94
1.03
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital ELSS Tax Saver IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
ICICI Bank Ltd
8.7%
HDFC Bank Ltd
7.3%
Bharti Airtel Ltd
3.4%
Kotak Mahindra Bank Ltd
2.6%
Eternal Ltd
2.5%
Reliance Industries Ltd
2.3%
Mahindra & Mahindra Ltd
2.2%
Bharat Electronics Ltd
2.1%
Clearing Corporation Of India Ltd
1.9%
Nestle India Ltd
1.6%
Top industry exposure
Financial Services
33.0%
Consumer Cyclical
14.3%
Industrials
11.8%
Technology
9.9%
Healthcare
9.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
40%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs