WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Scheme code: INF03VN01621 NAV value: ₹ 16.5880 NAV date: 19 March, 2026 TER: 0.64%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-0.29	50.50	20.99	25.39	12.77
3 year	19.95	23.94	22.30	22.17	16.85

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	25.39
3 year	6.28	30.95	15.04	22.17
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	25.39
3 year	6.56	19.64	13.57	22.17
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	25.39
3 year	7.68	21.49	15.06	22.17
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	25.39
3 year	8.04	32.03	17.81	22.17
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,35,887 - Absolute Returns: ₹1,35,887 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,10,794 - Absolute Returns: ₹11,10,794 - CAGR: %

Max Drawdown

-16.36 %

Drawdown Duration

3 months

Recovery Time

4 months

Avg Drawdown

-2.93 %

1 Y

1.5521

3 Y

1.3552

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.15	0.98	97.2	95.0	5.21 %	4.00 %
3 years	9.48	0.95	98.0	85.0	20.53 %	11.28 %
5 years	4.32	0.94	95.2	85.2	10.36 %	6.01 %
7 years	2.90	0.94	95.2	85.2	7.29 %	4.25 %
10 years	1.87	0.94	95.2	85.2	5.05 %	2.96 %
12 years	1.48	0.94	95.2	85.2	4.19 %	2.46 %
15 years	1.10	0.94	95.2	85.2	3.34 %	1.96 %