FundLens
77
ELSS (Tax Saver)Buy

WhiteOak Capital ELSS Tax Saver

WhiteOak · Direct–Growth · rank #3 / 38 Smart Score ke hisaab se

Data updated

WhiteOak Capital ELSS Tax Saver ka score 77/100 hai — 38 mein #3 ELSS (Tax Saver) fund (Buy). Mazbooti: 3 saal ka return (category mein 93th percentile) aur Sharpe ratio (category mein 93th percentile). Kamzori: fund size (category mein 28th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
0.5%
+1.6% index ke muqable
3 saal
17.3%
+5.7% index ke muqable
5 saal
Launch se
18.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
34.6%
2024
30.3%
2025
5.0%
2026
0.2%

Risk metrics

Sharpe ratio
0.85
↑ jitna zyada, utna accha
Sortino ratio
1.05
↑ jitna zyada, utna accha
Std deviation
15.06
↓ jitna kam, utna accha
Alpha
4.26
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.