Whiteoak Capital ELSS Tax Saver Fund Regular Plan Growth

ELSS Tax SaverEquity Rank 8 of 44

NAV · Regular-Growth

—+0.01+0.07%

As of — · AMFI

NAV growth+5.7%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Strong

positive in 4 of 4 years

Beats its ELSS Tax Saver category on 1Y & 3Y.

1Y return

+5.7%

+2.3 vs cat

3Y CAGR

+16.9%

+3.2 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.9%

3Y std dev

Go deeper on Whiteoak Capital ELSS Tax Saver Fund Regular Plan Growth

Two data-only views, computed from this fund's real NAV history — no projections.

Whiteoak Capital ELSS Tax Saver Fund Regular Plan Growth SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Whiteoak Capital ELSS Tax Saver Fund Regular Plan Growth real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth is a ELSS Tax Saver scheme from WhiteOak Capital. 3-year CAGR: about 16.9%. Worst historical drawdown: -17% in Feb 2025, recovered in 8 months. Mandatory 3-year lock-in. Wrong fit if you need access sooner.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF03VN01647

NAV (Direct-Growth)

₹18.3400

Last 1Y

+5.67%

Aug 25Min ₹15.18 · Max ₹18.34 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-16.7%

Peak ₹17.85 on 11 Dec 2024 → trough ₹14.87 on 28 Feb 2025 (3 months down).

Recovered in 8 months· 20 Oct 2025

Mar 2026

-16.4%

Peak ₹18.16 on 20 Nov 2025 → trough ₹15.18 on 31 Mar 2026 (4 months down).

Recovered in 4 months· 3 Aug 2026

Mar 2023

-10.7%

Peak ₹10.54 on 1 Dec 2022 → trough ₹9.40 on 28 Mar 2023 (4 months down).

Recovered in 2 months· 29 May 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.20%	-0.58%	7/ 45
1M	+2.85%	+1.43%	9/ 45
3M	+10.08%	+6.38%	6/ 45
6M	+5.93%	+1.40%	8/ 45
YTD	+3.43%	+0.62%	13/ 45
1Y	+5.67%	+3.33%	14/ 45
2Y	+6.54%	+1.93%	3/ 44
3Y	+16.88%	+13.72%	8/ 44

Peers in ELSS Tax Saver

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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