WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Open Ended Schemes(Equity Scheme - ELSS)Very High Risk★★★★★ISIN INF03VN01647

NAV · 06-Jul-2026

₹17.8210

+5.63%

-1.25%

1Y (CAGR)

+0.44%

3Y (CAGR)

+16.59%

5Y (CAGR)

—

Since inception (CAGR)

+16.45%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

14.15%

Downside dev (3y)

11.72%

Max drawdown (3y)

-16.7%

Sharpe (3y)

0.71

SIP XIRR (3y)

+9.36%

Calendar-year returns

2023 +32.2%2024 +28.2%2025 +3.2%

Fund facts

Fund managerPiyush Baranwal · Ramesh Mantri · Trupti Agrawal · Dheeresh Pathak · Ashish Agrawal

AUM₹4,556 Cr

TER · AMFI officialDirect 0.90% · Regular 2.61% (2026-06-30)

Launch date16-Aug-2022

Plan typeOpen Ended · Equity

Min lumpsumMinimum of Rs. 500/- and in multiples of Re. 500/-

Lock-in3 yr

Volatility13.32

AMCWhiteOak Capital Asset Management Limited

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.

scheme documents ↗