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WhiteOak Capital Tax Saver Fund Regular Growth

WhiteOak Capital Tax Saver Fund Regular Growth

EquityELSS (Tax Savings)Very High Risk

Regular

down-icon

NAV (23-Feb-26)

₹17.180.39%1D

Returns (Since Inception)

17.46%
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Fund Overview

Fund Size

Fund Size

₹438 Cr

Expense Ratio

Expense Ratio

2.33%

ISIN

ISIN

INF03VN01647

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

14 Oct 2022

About this fund

WhiteOak Capital Tax Saver Fund Regular Growth is a ELSS (Tax Savings) mutual fund schemes offered by WhiteOak Capital Mutual Fund. This fund has been in existence for 3 years, 4 months and 10 days, having been launched on 14-Oct-22.
As of 23-Feb-26, it has a Net Asset Value (NAV) of ₹17.18, Assets Under Management (AUM) of 437.94 Crores, and an expense ratio of 2.33%.
  • WhiteOak Capital Tax Saver Fund Regular Growth has given a CAGR return of 17.46% since inception.
  • The fund's asset allocation comprises around 97.41% in equities, 0.00% in debts, and 2.59% in cash & cash equivalents.
  • You can start investing in WhiteOak Capital Tax Saver Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+11.52%

+11.11% (Cat Avg.)

3 Years

+20.85%

+16.78% (Cat Avg.)

Since Inception

+17.46%

— (Cat Avg.)

Portfolio Summaryas of 31st January 2026

Equity₹426.6 Cr97.41%
Others₹11.34 Cr2.59%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity₹36.02 Cr8.23%
HDFC Bank LtdEquity₹32.01 Cr7.31%
Mahindra & Mahindra LtdEquity₹12.55 Cr2.86%
Bharat Electronics LtdEquity₹12.08 Cr2.76%
State Bank of IndiaEquity₹11.26 Cr2.57%
Eternal LtdEquity₹11.09 Cr2.53%
Reliance Industries LtdEquity₹10.99 Cr2.51%
Kotak Mahindra Bank LtdEquity₹10.73 Cr2.45%
Bharti Airtel LtdEquity₹9.8 Cr2.24%
Maruti Suzuki India LtdEquity₹9.77 Cr2.23%
Nestle India LtdEquity₹9.39 Cr2.14%
Net Receivables / (Payables)Cash - Collateral₹8.4 Cr1.92%
Persistent Systems LtdEquity₹7.8 Cr1.78%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity₹7.06 Cr1.61%
Muthoot Finance LtdEquity₹6.9 Cr1.58%
Titan Co LtdEquity₹6.66 Cr1.52%
J.B. Chemicals & Pharmaceuticals LtdEquity₹6.18 Cr1.41%
Cigniti Technologies LtdEquity₹5.71 Cr1.30%
Bajaj Finserv LtdEquity₹5.64 Cr1.29%
Aadhar Housing Finance LtdEquity₹5.2 Cr1.19%
Hindalco Industries LtdEquity₹5.07 Cr1.16%
Max Financial Services LtdEquity₹4.93 Cr1.13%
ICICI Prudential Asset Management Co LtdEquity₹4.72 Cr1.08%
Infosys LtdEquity₹4.5 Cr1.03%
Tata Steel LtdEquity₹4.16 Cr0.95%
Asian Paints LtdEquity₹3.8 Cr0.87%
India Shelter Finance Corporation LtdEquity₹3.73 Cr0.85%
Acutaas Chemicals LtdEquity₹3.54 Cr0.81%
Phoenix Mills LtdEquity₹3.44 Cr0.79%
Ambuja Cements LtdEquity₹3.36 Cr0.77%
Larsen & Toubro LtdEquity₹3.22 Cr0.73%
Poly Medicure LtdEquity₹3.22 Cr0.73%
Vasa Denticity LtdEquity₹3.13 Cr0.71%
Navin Fluorine International LtdEquity₹3.05 Cr0.70%
Coforge LtdEquity₹3.03 Cr0.69%
TD Power Systems LtdEquity₹3.01 Cr0.69%
Tata Consultancy Services LtdEquity₹2.95 Cr0.67%
Clearing Corporation Of India LtdCash - Repurchase Agreement₹2.94 Cr0.67%
Tech Mahindra LtdEquity₹2.94 Cr0.67%
Tube Investments of India Ltd Ordinary SharesEquity₹2.84 Cr0.65%
Oil & Natural Gas Corp LtdEquity₹2.82 Cr0.64%
Info Edge (India) LtdEquity₹2.66 Cr0.61%
Vedanta LtdEquity₹2.61 Cr0.60%
Dynamatic Technologies LtdEquity₹2.59 Cr0.59%
eClerx Services LtdEquity₹2.57 Cr0.59%
Yasho Industries LtdEquity₹2.57 Cr0.59%
CARE Ratings LtdEquity₹2.52 Cr0.58%
Jyothy Labs LtdEquity₹2.51 Cr0.57%
Ajax Engineering LtdEquity₹2.46 Cr0.56%
Eureka Forbes LtdEquity₹2.42 Cr0.55%
Azad Engineering LtdEquity₹2.38 Cr0.54%
Godrej Consumer Products LtdEquity₹2.34 Cr0.53%
Aditya Infotech LtdEquity₹2.32 Cr0.53%
Sun Pharmaceuticals Industries LtdEquity₹2.32 Cr0.53%
Repco Home Finance LtdEquity₹2.29 Cr0.52%
City Union Bank LtdEquity₹2.27 Cr0.52%
Intellect Design Arena LtdEquity₹2.16 Cr0.49%
Neuland Laboratories LtdEquity₹2.11 Cr0.48%
Pidilite Industries LtdEquity₹2.08 Cr0.47%
Ajanta Pharma LtdEquity₹2.07 Cr0.47%
TBO Tek LtdEquity₹2.05 Cr0.47%
Bajaj Finance LtdEquity₹2.02 Cr0.46%
Nippon Life India Asset Management Ltd Ordinary SharesEquity₹2.01 Cr0.46%
Power Finance Corp LtdEquity₹2 Cr0.46%
KRN Heat Exchanger and Refrigeration LtdEquity₹1.96 Cr0.45%
Karur Vysya Bank LtdEquity₹1.96 Cr0.45%
National Aluminium Co LtdEquity₹1.93 Cr0.44%
InterGlobe Aviation LtdEquity₹1.9 Cr0.43%
SJS Enterprises LtdEquity₹1.9 Cr0.43%
Abbott India LtdEquity₹1.85 Cr0.42%
Computer Age Management Services Ltd Ordinary SharesEquity₹1.84 Cr0.42%
Safari Industries (India) LtdEquity₹1.84 Cr0.42%
CarTrade Tech LtdEquity₹1.74 Cr0.40%
Shaily Engineering Plastics LtdEquity₹1.73 Cr0.40%
NTPC LtdEquity₹1.73 Cr0.40%
Fortis Healthcare LtdEquity₹1.69 Cr0.39%
Awfis Space Solutions LtdEquity₹1.63 Cr0.37%
The South Indian Bank LtdEquity₹1.63 Cr0.37%
Leela Palaces Hotels and Resorts LtdEquity₹1.6 Cr0.37%
Cholamandalam Investment and Finance Co LtdEquity₹1.6 Cr0.37%
Kirloskar Oil Engines LtdEquity₹1.58 Cr0.36%
Le Travenues Technology LtdEquity₹1.58 Cr0.36%
Travel Food Services LtdEquity₹1.53 Cr0.35%
Indigo Paints Ltd Ordinary SharesEquity₹1.51 Cr0.35%
Krishna Institute of Medical Sciences LtdEquity₹1.46 Cr0.33%
The Federal Bank LtdEquity₹1.44 Cr0.33%
Sona BLW Precision Forgings LtdEquity₹1.4 Cr0.32%
PB Fintech LtdEquity₹1.4 Cr0.32%
Vijaya Diagnostic Centre LtdEquity₹1.4 Cr0.32%
Jupiter Life Line Hospitals LtdEquity₹1.35 Cr0.31%
PNB Housing Finance LtdEquity₹1.31 Cr0.30%
Lumax Auto Technologies LtdEquity₹1.28 Cr0.29%
International Gemmological Institute (India) LtdEquity₹1.28 Cr0.29%
Bharat Bijlee LtdEquity₹1.27 Cr0.29%
Carraro India LtdEquity₹1.26 Cr0.29%
Cipla LtdEquity₹1.23 Cr0.28%
AIA Engineering LtdEquity₹1.23 Cr0.28%
Kovai Medical Center & Hospital LtdEquity₹1.23 Cr0.28%
Five-Star Business Finance LtdEquity₹1.21 Cr0.28%
Fine Organic Industries Ltd Ordinary SharesEquity₹1.19 Cr0.27%
Trent LtdEquity₹1.19 Cr0.27%
360 One Wam Ltd Ordinary SharesEquity₹1.16 Cr0.26%
Gillette India LtdEquity₹1.15 Cr0.26%
Canara HSBC Life Insurance Co LtdEquity₹1.13 Cr0.26%
REC LtdEquity₹1.13 Cr0.26%
Elgi Equipments LtdEquity₹1.1 Cr0.25%
Motilal Oswal Financial Services LtdEquity₹1.1 Cr0.25%
Mankind Pharma LtdEquity₹1.09 Cr0.25%
Indiqube Spaces LtdEquity₹1.08 Cr0.25%
Inventurus Knowledge Solutions LtdEquity₹1.02 Cr0.23%
OneSource Specialty Pharma LtdEquity₹1.02 Cr0.23%
CSB Bank Ltd Ordinary SharesEquity₹1.01 Cr0.23%
KEI Industries LtdEquity₹0.98 Cr0.22%
Mastek LtdEquity₹0.97 Cr0.22%
Epack Prefab Technologies LtdEquity₹0.95 Cr0.22%
Blue Star LtdEquity₹0.93 Cr0.21%
Crompton Greaves Consumer Electricals LtdEquity₹0.92 Cr0.21%
Newgen Software Technologies LtdEquity₹0.92 Cr0.21%
LTIMindtree LtdEquity₹0.92 Cr0.21%
Lemon Tree Hotels LtdEquity₹0.88 Cr0.20%
Oil India LtdEquity₹0.86 Cr0.20%
Aditya Birla Sun Life AMC LtdEquity₹0.85 Cr0.20%
Nucleus Software Exports LtdEquity₹0.85 Cr0.19%
Emmvee Photovoltaic Power LtdEquity₹0.85 Cr0.19%
MTAR Technologies LtdEquity₹0.81 Cr0.19%
Cholamandalam Financial Holdings LtdEquity₹0.78 Cr0.18%
Latent View Analytics LtdEquity₹0.77 Cr0.18%
Neogen Chemicals LtdEquity₹0.74 Cr0.17%
Sudeep Pharma LtdEquity₹0.7 Cr0.16%
Arman Financial Services LtdEquity₹0.44 Cr0.10%
NMDC LtdEquity₹0.44 Cr0.10%
EMA Partners India LtdEquity₹0.34 Cr0.08%
CapitalNumbers Infotech LtdEquity₹0.21 Cr0.05%

Allocation By Market Cap (Equity)

Large Cap Stocks

57.41%

Mid Cap Stocks

9.93%

Small Cap Stocks

29.28%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services₹152.43 Cr34.81%
Consumer Cyclical₹64.25 Cr14.67%
Industrials₹41.79 Cr9.54%
Technology₹40.19 Cr9.18%
Basic Materials₹39.06 Cr8.92%
Healthcare₹33.06 Cr7.55%
Communication Services₹19.52 Cr4.46%
Consumer Defensive₹15.38 Cr3.51%
Energy₹14.67 Cr3.35%
Real Estate₹4.52 Cr1.03%
Utilities₹1.73 Cr0.40%

Risk & Performance Ratios

Standard Deviation

This fund

12.66%

Cat. avg.

12.99%

Lower the better

Sharpe Ratio

This fund

1.02

Cat. avg.

0.77

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.26

Higher the better

Fund Managers

Piyush Baranwal

Piyush Baranwal

Since October 2022

Ramesh Mantri

Ramesh Mantri

Since October 2022

TA

Trupti Agrawal

Since October 2022

DP

Dheeresh Pathak

Since April 2024

AA

Ashish Agrawal

Since January 2025

Additional Scheme Detailsas of 31st January 2026

ISIN
INF03VN01647
Expense Ratio
2.33%
Exit Load
No Charges
Fund Size
₹438 Cr
Age
3 years 4 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
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2.4%0.0%₹73.88 Cr12.9%
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

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0.7%0.0%₹73.88 Cr15.0%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

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SBI Long Term Advantage Fund Series II Regular Growth

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Bank of India Midcap Tax Fund Series 1 Regular Growth

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Sundaram Long Term Tax Advantage Fund Series I Direct Growth

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Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹13.10 Cr18.3%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth

Very High Risk

1.4%0.0%₹13.10 Cr18.0%
SBI Long Term Advantage Fund Series I Regular Growth

Low Risk

-0.0%₹49.50 Cr16.8%
SBI Long Term Advantage Fund Series I Direct Growth

Low Risk

-0.0%₹49.50 Cr17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹71.08 Cr12.2%
SBI Long Term Advantage Fund Series VI Regular Growth

Very High Risk

-0.0%₹261.54 Cr11.5%
SBI Long Term Advantage Fund Series VI Direct Growth

Very High Risk

-0.0%₹261.54 Cr11.9%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth

Very High Risk

1.4%0.0%₹71.08 Cr12.0%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹32.03 Cr15.7%
SBI Tax Advantage Fund Series III Direct Growth

Very High Risk

-0.0%₹33.26 Cr32.0%
SBI Tax Advantage Fund Series III Regular Growth

Very High Risk

-0.0%₹33.26 Cr31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth

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ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth

Very High Risk

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ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth

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Sundaram Long Term Tax Advantage Fund Series IV Regular Growth

Very High Risk

1.4%0.0%₹21.50 Cr15.9%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

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1.2%0.0%₹21.50 Cr16.2%
SBI Long Term Advantage Fund Series III Regular Growth

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-0.0%₹65.21 Cr8.6%
SBI Long Term Advantage Fund Series III Direct Growth

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-0.0%₹65.21 Cr9.1%
SBI Long Term Advantage Fund Series V Direct Growth

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-0.0%₹368.70 Cr21.2%
SBI Long Term Advantage Fund Series V Regular Growth

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SBI Long Term Advantage Fund Series IV Regular Growth

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-0.0%₹207.94 Cr13.2%
SBI Long Term Advantage Fund Series IV Direct Growth

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-0.0%₹207.94 Cr13.7%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

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Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth

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Invesco India Tax Plan Regular Growth

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HSBC ELSS Fund Direct Growth

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LIC MF ELSS Direct Growth

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Kotak Taxsaver Fund Direct Growth

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Invesco India Tax Plan Direct Growth

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HSBC Tax Saver Equity Fund Regular Growth

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ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth

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Sundaram Tax Savings Fund Direct Growth

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Bandhan Tax Advantage (ELSS) Fund Direct Growth

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Nippon India Tax Saver (ELSS) Fund Direct Growth

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JM Tax Gain Fund Direct Growth

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Samco ELSS Tax Saver Fund Direct Growth

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Samco ELSS Tax Saver Fund Regular Growth

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Mahindra Manulife ELSS Fund Regular Growth

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About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund

phone+91 180030003060
e-mailhttps://mf.whiteoakamc.com/

Total AUM

₹31,996 Cr

Address

1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City, Mumbai

Other Funds by WhiteOak Capital Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
WhiteOak Capital Consumption Opportunities Fund Direct Growth

Very High Risk

-1.0%--
WhiteOak Capital Equity Savings Fund Direct Growth

Moderately High risk

0.7%0.0%₹224.90 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.7%1.0%₹638.49 Cr5.4%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth

Very High Risk

0.6%1.0%₹56.57 Cr10.2%
WhiteOak Capital Digital Bharat Fund Direct Growth

Very High Risk

0.7%1.0%₹440.04 Cr0.7%
WhiteOak Capital Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹956.62 Cr7.2%
WhiteOak Capital Special Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹1385.07 Cr19.1%
WhiteOak Capital Pharma and Healthcare Fund Direct Growth

Very High Risk

0.7%1.0%₹491.85 Cr15.7%
WhiteOak Capital Banking & Financial Services Fund Direct Growth

Very High Risk

0.7%1.0%₹568.57 Cr26.0%
WhiteOak Capital Large & Mid Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2056.98 Cr19.2%
WhiteOak Capital Balanced Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹268.86 Cr12.2%
WhiteOak Capital Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2984.94 Cr17.6%
WhiteOak Capital Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1142.03 Cr16.5%
WhiteOak Capital Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹605.70 Cr6.3%
WhiteOak Capital Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹550.34 Cr6.6%
WhiteOak Capital Multi Asset Allocation Fund Direct Growth

High Risk

0.4%1.0%₹6147.10 Cr19.9%
WhiteOak Capital Tax Saver Fund Direct Growth

Very High Risk

0.7%0.0%₹437.94 Cr13.4%
WhiteOak Capital Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹4467.89 Cr20.8%
WhiteOak Capital Flexi Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹7131.81 Cr14.8%
WhiteOak Capital Balanced Advantage Fund Direct Growth

Very High Risk

0.6%1.0%₹2130.44 Cr12.3%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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Still got questions?
We're here to help.

The NAV of WhiteOak Capital Tax Saver Fund Regular Growth, as of 23-Feb-2026, is ₹17.18.
The fund has generated 11.52% over the last 1 year and 20.85% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 97.41% in equities, 0.00% in bonds, and 2.59% in cash and cash equivalents.
The fund managers responsible for WhiteOak Capital Tax Saver Fund Regular Growth are:-
  1. Piyush Baranwal
  2. Ramesh Mantri
  3. Trupti Agrawal
  4. Dheeresh Pathak
  5. Ashish Agrawal
info
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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