How to Invest in WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

You can easily invest in WhiteOak Capital ELSS Tax Saver Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for WhiteOak Capital ELSS Tax Saver Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in WhiteOak Capital ELSS Tax Saver Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does WhiteOak Capital ELSS Tax Saver Fund Direct Growth provide?

The WhiteOak Capital ELSS Tax Saver Fund Direct Growth has been there from 14 Oct 2022 and the average annual returns provided by this fund is 22.57% since its inception.

How much expense ratio is charged by WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

The term Expense Ratio used for WhiteOak Capital ELSS Tax Saver Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of WhiteOak Capital ELSS Tax Saver Fund Direct Growth is 0.67% as of 04 Dec 2023...

What is the AUM of WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

The AUM, short for Assets Under Management of WhiteOak Capital ELSS Tax Saver Fund Direct Growth is ₹96.66Cr as of 04 Dec 2023.

How to Redeem WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

If you want to sell your WhiteOak Capital ELSS Tax Saver Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

The NAV of WhiteOak Capital ELSS Tax Saver Fund Direct Growth is ₹12.94 as of 01 Dec 2023.

What is the PE and PB ratio of WhiteOak Capital ELSS Tax Saver Fund Direct Growth?

The PE ratio ratio of WhiteOak Capital ELSS Tax Saver Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

WhiteOak Capital ELSS Tax Saver Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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WhiteOak Capital ELSS Tax Saver Fund Direct Growth
Equity
ELSS
Very High Risk
3Y Lock In
1M
6M
1Y
All
 NAV: 01 Dec 2023₹12.94
Min. SIP amount₹500
RatingNA
Fund size₹96.66Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Absolute returns
3M6M1YAll
Fund returns6.3%19.6%21.2%25.9%
Category averageNANA16.9%NA
Rank with in category1385NA
Understand terms
Holdings (106)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.7%
HDFC Bank Ltd.
FinancialEquity6.8%
Nestle India Ltd.
Consumer StaplesEquity4.0%
Titan Company Ltd.
Consumer DiscretionaryEquity2.8%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity2.6%
Persistent Systems Ltd.
TechnologyEquity2.3%
Larsen & Toubro Ltd.
ConstructionEquity2.0%
Reliance Industries Ltd.
EnergyEquity1.9%
Coforge Ltd.
TechnologyEquity1.9%
CG Power and Industrial Solutions Ltd.
Capital GoodsEquity1.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity ELSS
Pros
Cons
Exit load is zero
Lock-in period: 3Y
Lower expense ratio: 0.67%
1Y annualised returns higher than category average by 5.71%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.67%
23 Nov 2023 - 24 Nov 2023
0.67%
22 Nov 2023 - 23 Nov 2023
0.67%
21 Nov 2023 - 22 Nov 2023
0.66%
20 Nov 2023 - 21 Nov 2023
0.66%
19 Nov 2023 - 20 Nov 2023
0.66%
18 Nov 2023 - 19 Nov 2023
0.66%
17 Nov 2023 - 18 Nov 2023
0.66%
16 Nov 2023 - 17 Nov 2023
0.66%
15 Nov 2023 - 16 Nov 2023
0.66%
14 Nov 2023 - 15 Nov 2023
0.66%
13 Nov 2023 - 14 Nov 2023
0.66%
12 Nov 2023 - 13 Nov 2023
0.66%
11 Nov 2023 - 12 Nov 2023
0.66%
10 Nov 2023 - 11 Nov 2023
0.66%
09 Nov 2023 - 10 Nov 2023
0.66%
08 Nov 2023 - 09 Nov 2023
0.66%
07 Nov 2023 - 08 Nov 2023
0.66%
06 Nov 2023 - 07 Nov 2023
0.66%
05 Nov 2023 - 06 Nov 2023
0.66%
04 Nov 2023 - 05 Nov 2023
0.66%
03 Nov 2023 - 04 Nov 2023
0.66%
02 Nov 2023 - 03 Nov 2023
0.66%
01 Nov 2023 - 02 Nov 2023
0.66%
31 Oct 2023 - 01 Nov 2023
0.66%
30 Oct 2023 - 31 Oct 2023
0.66%
29 Oct 2023 - 30 Oct 2023
0.66%
28 Oct 2023 - 29 Oct 2023
0.66%
27 Oct 2023 - 28 Oct 2023
0.66%
26 Oct 2023 - 27 Oct 2023
0.66%
25 Oct 2023 - 26 Oct 2023
0.66%
24 Oct 2023 - 25 Oct 2023
0.66%
23 Oct 2023 - 24 Oct 2023
0.66%
22 Oct 2023 - 23 Oct 2023
0.66%
21 Oct 2023 - 22 Oct 2023
0.66%
20 Oct 2023 - 21 Oct 2023
0.66%
19 Oct 2023 - 20 Oct 2023
0.66%
18 Oct 2023 - 19 Oct 2023
0.66%
17 Oct 2023 - 18 Oct 2023
0.66%
16 Oct 2023 - 17 Oct 2023
0.66%
15 Oct 2023 - 16 Oct 2023
0.66%
14 Oct 2023 - 15 Oct 2023
0.66%
13 Oct 2023 - 14 Oct 2023
0.66%
12 Oct 2023 - 13 Oct 2023
0.66%
11 Oct 2023 - 12 Oct 2023
0.66%
10 Oct 2023 - 11 Oct 2023
0.66%
09 Oct 2023 - 10 Oct 2023
0.66%
08 Oct 2023 - 09 Oct 2023
0.66%
07 Oct 2023 - 08 Oct 2023
0.66%
06 Oct 2023 - 07 Oct 2023
0.66%
05 Oct 2023 - 06 Oct 2023
0.66%
04 Oct 2023 - 05 Oct 2023
0.66%
03 Oct 2023 - 04 Oct 2023
0.66%
02 Oct 2023 - 03 Oct 2023
0.66%
01 Oct 2023 - 02 Oct 2023
0.66%
30 Sep 2023 - 01 Oct 2023
0.66%
29 Sep 2023 - 30 Sep 2023
0.64%
28 Sep 2023 - 29 Sep 2023
0.64%
27 Sep 2023 - 28 Sep 2023
0.64%
26 Sep 2023 - 27 Sep 2023
0.64%
25 Sep 2023 - 26 Sep 2023
0.64%
24 Sep 2023 - 25 Sep 2023
0.64%
23 Sep 2023 - 24 Sep 2023
0.64%
22 Sep 2023 - 23 Sep 2023
0.64%
21 Sep 2023 - 22 Sep 2023
0.64%
20 Sep 2023 - 21 Sep 2023
0.64%
19 Sep 2023 - 20 Sep 2023
0.64%
18 Sep 2023 - 19 Sep 2023
0.64%
17 Sep 2023 - 18 Sep 2023
0.64%
16 Sep 2023 - 17 Sep 2023
0.64%
15 Sep 2023 - 16 Sep 2023
0.64%
14 Sep 2023 - 15 Sep 2023
0.64%
13 Sep 2023 - 14 Sep 2023
0.64%
12 Sep 2023 - 13 Sep 2023
0.64%
11 Sep 2023 - 12 Sep 2023
0.64%
10 Sep 2023 - 11 Sep 2023
0.64%
09 Sep 2023 - 10 Sep 2023
0.64%
08 Sep 2023 - 09 Sep 2023
0.64%
07 Sep 2023 - 08 Sep 2023
0.64%
06 Sep 2023 - 07 Sep 2023
0.64%
05 Sep 2023 - 06 Sep 2023
0.64%
04 Sep 2023 - 05 Sep 2023
0.64%
03 Sep 2023 - 04 Sep 2023
0.64%
02 Sep 2023 - 03 Sep 2023
0.64%
01 Sep 2023 - 02 Sep 2023
0.64%
31 Jul 2023 - 01 Sep 2023
0.64%
30 Jun 2023 - 31 Jul 2023
0.64%
31 May 2023 - 30 Jun 2023
0.64%
30 Apr 2023 - 31 May 2023
0.64%
31 Mar 2023 - 30 Apr 2023
0.34%
28 Feb 2023 - 31 Mar 2023
0.34%
31 Jan 2023 - 28 Feb 2023
0.34%
31 Dec 2022 - 31 Jan 2023
0.26%
31 Dec 2022 - 31 Dec 2022
0.26%
31 Dec 2022 - 31 Dec 2022
0.26%
30 Nov 2022 - 31 Dec 2022
0.68%
30 Nov 2022 - 30 Nov 2022
0.68%
30 Nov 2022 - 30 Nov 2022
0.68%
31 Oct 2022 - 30 Nov 2022
0.68%
31 Oct 2022 - 31 Oct 2022
0.68%
31 Oct 2022 - 31 Oct 2022
0.68%
Expense ratio, exit load and taxExpense ratio: 0.67%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementPiyush Baranwal
Aug 2022 - Present
View details
Education
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience
Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Also manages these schemes
WhiteOak Capital Liquid Fund Direct Growth
WhiteOak Capital Ultra Short Term Fund Direct Growth
WhiteOak Capital Overnight Fund Direct Growth
WhiteOak Capital Flexi Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
WhiteOak Capital Large Cap Fund Direct Growth
WhiteOak Capital Balanced Advantage Fund Direct Growth
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth
Ramesh Mantri
Aug 2022 - Present
View details
Education
Mr. Mantri is an MBA, CFA and CA
Experience
Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Also manages these schemes
WhiteOak Capital Flexi Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
WhiteOak Capital Large Cap Fund Direct Growth
WhiteOak Capital Balanced Advantage Fund Direct Growth
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth
Trupti Agrawal
Sep 2022 - Present
View details
Education
Ms. Agrawal has done B.Com and CA.
Experience
Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Also manages these schemes
WhiteOak Capital Flexi Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
WhiteOak Capital Large Cap Fund Direct Growth
WhiteOak Capital Balanced Advantage Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth
Shariq Merchant
Sep 2022 - Present
View details
Education
Mr. Merchant has done B.Com, M.Com, CA and CFA
Experience
Prior to joinig WhiteOak Capital Mutual Fund, he has worked with Duro Capital, Quant Investment Adviosrs, Ambit Investment Advisor Pvt. Ltd and CNK & Associates LLP
Also manages these schemes
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
WhiteOak Capital Large Cap Fund Direct Growth
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth
Fund house & investment objective
WhiteOak Capital Mutual Fund
Rank (total assets)NA
Total AUM₹95.13Cr
Date of Incorporation03 Jul 2018
 WhiteOak Capital ELSS Tax Saver Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Shariq Merchant is the Current Fund Manager of WhiteOak Capital ELSS Tax Saver Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹95 Cr and the Latest NAV as of 01 Dec 2023 is ₹12.94.
The WhiteOak Capital ELSS Tax Saver Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500.
;
Investment ObjectiveThe scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
;
Fund benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
[email protected]
Website
www.whiteoakamc.com
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	6.3%	19.6%	21.2%	25.9%
Category average	NA	NA	16.9%	NA
Rank with in category	13	8	5	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.7%
HDFC Bank Ltd.	Financial	Equity	6.8%
Nestle India Ltd.	Consumer Staples	Equity	4.0%
Titan Company Ltd.	Consumer Discretionary	Equity	2.8%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	2.6%
Persistent Systems Ltd.	Technology	Equity	2.3%
Larsen & Toubro Ltd.	Construction	Equity	2.0%
Reliance Industries Ltd.	Energy	Equity	1.9%
Coforge Ltd.	Technology	Equity	1.9%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	1.7%

Rank (total assets)	NA
Total AUM	₹95.13Cr

Date of Incorporation	03 Jul 2018

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	NA
Fund size	₹96.66Cr

WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (106)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.67%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Piyush BaranwalAug 2022 - PresentView details

Ramesh MantriAug 2022 - PresentView details

Trupti AgrawalSep 2022 - PresentView details

Shariq MerchantSep 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Piyush Baranwal
Aug 2022 - Present
View details

Ramesh Mantri
Aug 2022 - Present
View details

Trupti Agrawal
Sep 2022 - Present
View details

Shariq Merchant
Sep 2022 - Present
View details