EquityELSSDirect · Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
WhiteOak Capital · Scheme 150587
₹19.58▲ 0.08%NAV · 2026-09-18
Excellent FundScore
AUM
₹494 cr
Expense ratio
0.87%
3Y CAGR
18.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Shariq MerchantExit load: Nil
Excellent · 82/100
A standout fund on our data — strong across almost every dimension.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 18.8% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓3Y CAGR: +18.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +7.5%
FundScore breakdown
82/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.