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
1.9%
+3.9% vs index
3 Years
15.8%
+6.0% vs index
5 Years
—
Since launch
17.7%
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
+1.7%+5.3% 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 88% 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 return15.78% · 88th percentile in category
Sharpe ratio0.84 · 96th percentile in category
Alpha4.87 · 96th percentile in category
Sortino ratio0.89 · 96th percentile in category
Expense ratio0.86% · 88th percentile in category
Fund size507.22 Cr · 28th percentile in category
Top holdings
1.ICICI Bank Ltd8.4%
2.Bharti Airtel Ltd3.82%
3.Nestle India Ltd3.81%
4.HDFC Bank Ltd3.77%
5.Zomato Ltd2.74%
141 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.