WhiteOak Capital Tax Saver Fund Regular Plan Growth

0
ELSS NAV 10.4700 0 08 December, 2022

Fund Details

Category ELSS
Fund Type Open Ended
Investment Plan Growth
Launch Date 14 October, 2022
Benchmark
Asset Size(Cr) 16.90 (As on 31-10-2022)
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment -
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 2.33% (As on 31-10-2022)
Fund Manager Piyush Baranwal, Ramesh Mantri, Shariq Merchant

Investment Returns (As on 08 Dec, 2022)

Duration Returns Benchmark Category
1 W -0.63% -1.05% -0.5%
1 M 0.86% 1.98% 1.58%
3 M - 5.46% 2.95%
6 M - 13.8% 14.79%
1 Y - 9.5% 4.87%
2 Y - 19.37% 19.73%
3 Y - 17.28% 17.63%
5 Y - 14.22% 10.94%

Risk Mesasures (As on 08 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
WhiteOak Capital Tax Saver Fund Regular Plan Growth 0% 0% 0%
Mirae Asset Tax Saver Fund-Regular Plan-Growth 90.97% 18.44% 14.09%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 0.26% 16.95% 12.21%
Axis Long Term Equity Fund - Regular Plan - Growth -14.25% 10.6% 10.59%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -3.76% 9.42% 6.25%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully