WhiteOak Capital ELSS Tax Saver Fund Direct-Growth
Equity: ELSS - Tax Saver - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: ELSS - Tax SaverBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹19.39-0.27%
07 Sept 2026
Similar Funds
Side-by-side comparison of WhiteOak Capital ELSS Tax Saver Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.22% | 2.74% | 11 / 40 |
| 3Y Return | +16.86% | 11.97% | 3 / 38 |
| 5Y Return | — | 11.38% | — |
| 10Y Return | — | 13.38% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: ELSS - Tax Saver
Top funds by AUM in the Equity: ELSS - Tax Saver category — see how WhiteOak Capital ELSS Tax Saver Fund Direct-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to WhiteOak Capital ELSS Tax Saver Fund Direct-Growth?
Funds similar to WhiteOak Capital ELSS Tax Saver Fund Direct-Growth in the Equity: ELSS - Tax Saver category include Axis ELSS - Tax Saver Direct-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of WhiteOak Capital ELSS Tax Saver Fund Direct-Growth in its category?
On a 3-year return basis WhiteOak Capital ELSS Tax Saver Fund Direct-Growth is ranked 3 out of 38 funds in the Equity: ELSS - Tax Saver category as of 6 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does WhiteOak Capital ELSS Tax Saver Fund Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital ELSS Tax Saver Fund Direct-Growth has an expense ratio of 0.87%. The peers Axis ELSS - Tax Saver Direct-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.27%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does WhiteOak Capital ELSS Tax Saver Fund Direct-Growth's AUM compare to similar funds?
WhiteOak Capital ELSS Tax Saver Fund Direct-Growth has an AUM of ₹493.51 crore. The peers Axis ELSS - Tax Saver Direct-Growth has an AUM of ₹32,591.7 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹32,300.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: ELSS - Tax Saver?
The top performing fund in the Equity: ELSS - Tax Saver category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 22.57% as of 6 Sep 2026. WhiteOak Capital ELSS Tax Saver Fund Direct-Growth has delivered 16.86% CAGR over the same period, ranking 3 out of 38 funds. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital ELSS Tax Saver Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, WhiteOak Capital ELSS Tax Saver Fund Direct-Growth has a Sharpe ratio of 0.81 compared to the Equity: ELSS - Tax Saver average of 0.51 as of 6 Sep 2026. It ranks 3 out of 50 funds in its category on Sharpe ratio.