ELSS (Tax Saver)Buy

WhiteOak Capital ELSS Tax Saver

WhiteOak · Direct–Growth · rank #3 of 38 by Smart Score

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

2.6%

+2.1% vs index

3 Years

17.9%

+5.7% vs index

5 Years

—

Since launch

18.5%

Year-by-year performance

last entry = YTD

2023

+34.6%+8.0% vs index

2024

+30.3%+14.7% vs index

2025

+5.0%-2.7% vs index

2026

+1.5%+3.2% vs index

Why this score

WhiteOak Capital ELSS Tax Saver scores 77/100 — #3 of 38 ELSS (Tax Saver) fund (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 return17.90% · 93rd percentile in category

Sharpe ratio0.85 · 93rd percentile in category

Sortino ratio1.10 · 93rd percentile in category

Alpha4.26 · 91st percentile in category

Expense ratio0.90% · 79th percentile in category

Fund size473.58 Cr · 28th percentile in category

Other ELSS (Tax Saver) funds

Motilal Oswal ELSS Tax Saver

3Y 22.2%

SBI ELSS Tax Saver

3Y 17.5%

Quant ELSS Tax Saver Gr

3Y 17.5%

HDFC ELSS Tax Saver

3Y 15.5%