WhiteOak Capital Asset Management Limited

WhiteOak Capital Tax Saver Fund Regular Plan Growth

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.57%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees60.2
  • NAVRupees10.7

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Write a Review

Investment Objective

To Generate Capital Appreciation / Income From A Portfolio, Comprising Predominantly Of Equity & Equity Related Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 9.5
  • Housing Development Finance Corporation Limited 7.4
  • Nestle India Limited 4.2
  • Reliance Industries Limited 3
  • Titan Company Limited 2.9
  • Larsen & Toubro Limited 2.7
  • Kotak Mahindra Bank Limited 2.6
  • Cholamandalam Investment and Finance Company Ltd 2.4
  • Infosys Limited 2.4
  • HDFC Bank Limited 2.4
  • Maruti Suzuki India Limited 2
  • Sectors %
  • Banks16.8
  • Finance14.9
  • Internet and Technology8.4
  • Consumer Durables7.6
  • Automobiles5.7

Fund House