WhiteOak Capital Tax Saver Fund Regular Growth
Medium
Risk
Equity
Elss Fund
+
0.00
%
0.00
%
3Y annualised
+
0.36
%
0.36
%
1D
1M
6M
1Y
3Y
All
Fund size
144
NAV:
Mar 7, 2024
13.892
Sector
Tech
Type
Equity
Launched
Oct 2022
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
8.46
%
HDFC Bank Ltd
4.64
%
Nestle India Ltd
3.24
%
Titan Co Ltd
2.5
%
Larsen & Toubro Ltd
2.31
%
Zomato Ltd
2.10
%
Reliance Industries Ltd
2.08
%
Bharat Electronics Ltd
1.85
%
Ambuja Cements Ltd
1.75
%
Persistent Systems Ltd
1.65
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
WhiteOak Capital Tax Saver Fund Regular Growth
More details
Investment objective
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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