ELSS · Equity
WhiteOak Capital ELSS Tax Saver Fund
WhiteOak Capital Mutual Fund
Benchmark
BSE 500 TRIRiskometer
Very HighSize
₹484 crAllotted
Not on recordHoldings as of
Not on recordWhiteOak Capital ELSS Tax Saver Fund is a elss fund of WhiteOak Capital Mutual Fund with ₹484 cr under management. It is ahead of its benchmark (BSE 500 TRI) in 2 of 2 periods. Its direct plan charges 0.86% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has WhiteOak Capital ELSS Tax Saver Fund beaten its benchmark?
Ahead of its benchmark, BSE 500 TRI, in 2 of 2 periods in AMFI's figures; +0.87% over the last year against −4.65%.
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (BSE 500 TRI) in 2 of 2 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +0.87% | −0.82% | −4.65% | +5.52 | 🔒 |
| 3y | +14.88% | +12.99% | +8.97% | +5.91 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among ELSS funds, and how steady the lead is, in the app
What does WhiteOak Capital ELSS Tax Saver Fund cost?
0.86% a year on the direct plan, 2.58% on the regular plan; 2 of 21 funds in its category charge less.
Direct plan
0.86% a year
Category median 1.10%
Regular plan
2.58% a year
Category median 2.29%
Gap
1.72 points
for the same holdings
2 of 21 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - ELSS- Tax Saver Fund
Who manages WhiteOak Capital ELSS Tax Saver Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
What does WhiteOak Capital ELSS Tax Saver Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
What is the expense ratio of WhiteOak Capital ELSS Tax Saver Fund?
0.86% a year on the direct plan and 2.58% on the regular plan (expense report, Oct 2026).
How has WhiteOak Capital ELSS Tax Saver Fund done?
Its direct plan returned +14.88% a year over 3 years against +8.97% for its benchmark, BSE 500 TRI, as of 13 Oct 2026.
Inside the app
See WhiteOak Capital ELSS Tax Saver Fund beside your own funds in Valarth
