Investment type
WhiteOak Capital ELSS Tax Saver Fund - Direct (G) is a mutual fund under the Tax Saving Funds category, managed by WhiteOak Capital Mutual Fund. It was launched on 21 Apr 2017, and has been active for over 8 years. As of 31 Mar 2025 the fund manages assets worth ₹383 Crores. The expense ratio is 0.69%.
This fund generated returns of 11.61% in the last 1 year. Since its inception, it has provided an average annual return of 25.39%.
The fund's investments are mainly concentrated in sectors like Banks, Finance, IT-Software, Retailing and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, Bharti Airtel, Kotak Mah. Bank and Eternal Ltd.
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.
ELSS funds carry moderate to high risk due to their equity exposure, though they also offer tax benefits.
Yes, if you want tax savings and are willing to invest in equities with a three-year lock-in period.
The minimum is three years, but staying invested longer can help maximize returns.
No, ELSS funds have a mandatory lock-in period of three years.
Expense ratios for ELSS funds can vary from 1% to 2%, which is typical for actively managed funds.
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