78
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
-0.3%
+4.4% vs index
3 Years
14.9%
+5.5% vs index
5 Years
—
Since launch
16.7%
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
-0.4%+5.6% vs index
Why this score
WhiteOak Capital ELSS Tax Saver scores 78/100 — #2 of 38 ELSS (Tax Saver) fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 91% 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 return14.89% · 91st percentile in category
Sharpe ratio0.66 · 96th percentile in category
Sortino ratio0.80 · 96th percentile in category
Expense ratio0.87% · 88th percentile in category
Alpha5.02 · 91st percentile in category
Fund size481.21 Cr · 28th percentile in category
Top holdings
1.ICICI Bank Ltd8.15%
2.HDFC Bank Ltd3.97%
3.Bharti Airtel Ltd3.91%
4.Nestle India Ltd3.52%
5.Zomato Ltd2.82%
141 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.