79
ELSS (Tax Saver)Strong Buy
WhiteOak Capital ELSS Tax Saver
WhiteOak · Direct–Growth · rank #2 of 38 by Smart Score
Data updated
Trailing returns
1 Year
7.0%
+4.0% vs index
3 Years
17.4%
+5.8% vs index
5 Years
—
Since launch
18.5%
Year-by-year performance
2023
+34.6%+8.0% vs index
2024
+30.3%+14.7% vs index
2025
+5.0%-2.7% vs index
2026
+3.6%+5.7% vs index
Why this score
WhiteOak Capital ELSS Tax Saver scores 79/100 — #2 of 38 ELSS (Tax Saver) fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 93% of peers on 3y return. The main drag is its fund size (better than only 28% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return17.36% · 93rd percentile in category
Sharpe ratio0.85 · 93rd percentile in category
Sortino ratio1.03 · 96th percentile in category
Expense ratio0.87% · 88th percentile in category
Alpha4.26 · 91st percentile in category
Fund size493.51 Cr · 28th percentile in category
Top holdings
1.ICICI Bank Ltd8.52%
2.HDFC Bank Ltd5.06%
3.Bharti Airtel Ltd4.28%
4.Nestle India Ltd3.95%
5.Mahindra & Mahindra Ltd2.71%
139 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.