EquityELSSDirect · Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
WhiteOak Capital · Scheme 150587
₹19.44▼ 0.08%NAV · 2026-08-05
Excellent FundScore
AUM
—
Expense ratio
—
3Y CAGR
18.4%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.14% |
| 3 Months | +8.51% |
| 6 Months | +5.91% |
| 1 Year | +6.88% |
| 3 Years (CAGR) | +18.41% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +18.95% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns79
Consistency100
Risk-adjusted66
Downside protection80
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +18.4%
- ✓ 3Y CAGR vs category: +5.0% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Alpha vs benchmark: +9.2%
What to watch
- • 1Y return: +6.9%
Risk metrics
Sharpe ratio
0.92
Sortino ratio
1.12
Volatility
13.30%
Max drawdown
-16.36%
Downside capture
83.80%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.