Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
 
 
Snapshot
Snapshot
WhiteOak Capital ELSS Tax Saver Fund - Direct (IDCW)
Select Section, which you want to view Separately
Summary
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital ELSS Tax Saver Fund - Direct (IDCW)
AMC : WhiteOak Capital Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 16-Aug-22
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 451.38
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.68 -1.15 1.84 4.32 2.08 21.53 NA 22.03
Category Avg -0.33 -0.66 1.21 2.61 0.15 16.73 19.11 15.34
Category Best 1.89 1.20 6.25 8.23 9.46 23.29 27.44 23.06
Category Worst -1.01 -4.85 -5.26 -7.07 -17.53 10.04 11.05 8.11
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9859 3.6226 1.3568 10.2444 0.0127
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 7.83
HDFC Bank 6.96
Bharti Airtel 3.04
M & M 2.79
Eternal Ltd 2.64
Kotak Mah. Bank 2.48
Reliance Industr 2.46
Bharat Electron 2.35
Maruti Suzuki 2.11
SBI 2.04
Persistent Syste 1.82
Bharti Airtel PP 1.59
Cigniti Tech. 1.45
Nestle India 1.45
Muthoot Finance 1.40
Titan Company 1.36
J B Chemicals & 1.30
Max Financial 1.15
Aadhar Hsg. Fin. 1.13
TD Power Systems 0.99
Infosys 0.95
Poly Medicure 0.91
INDIA SHELTE FIN 0.91
TCS 0.90
Coforge 0.89
Bajaj Finserv 0.82
Dynamatic Tech. 0.81
Tata Steel 0.80
Ambuja Cements 0.80
Phoenix Mills 0.79
Azad Engineering 0.79
Interglobe Aviat 0.76
Motil.Oswal.Fin. 0.75
Yasho Industries 0.75
Tube Investments 0.75
Acutaas Chemical 0.75
Larsen & Toubro 0.74
Asian Paints 0.73
Neuland Labs. 0.73
Vasa Denticity 0.69
Aditya Infotech 0.69
Cartrade Tech 0.68
Jyothy Labs 0.67
Ajax Engineering 0.65
TBO Tek 0.65
Eureka Forbes 0.64
Navin Fluo.Intl. 0.64
Info Edg.(India) 0.63
Hindalco Inds. 0.63
Cams Services 0.61
City Union Bank 0.60
Sun Pharma.Inds. 0.59
eClerx Services 0.59
Intellect Design 0.58
CARE Ratings 0.58
KRN Heat Exchan 0.56
Leela Palaces Ho 0.54
SJS Enterprises 0.53
Repco Home Fin 0.52
Hitachi Energy 0.51
Godrej Consumer 0.51
Bajaj Finance 0.50
AWFIS Space 0.50
Safari Inds. 0.49
Krishna Institu. 0.48
Pidilite Inds. 0.47
Cipla 0.47
O N G C 0.47
Le Travenues 0.46
Abbott India 0.45
Karur Vysya Bank 0.45
Nippon Life Ind. 0.44
Travel Food 0.43
Kirloskar Oil 0.43
Lumax Auto Tech. 0.43
Power Fin.Corpn. 0.42
Lemon Tree Hotel 0.41
Carraro India 0.40
Trent 0.40
Bharat Bijlee 0.40
Cholaman.Inv.&Fn 0.38
PB Fintech. 0.34
EPack PrefabTech 0.33
Jupiter Life Lin 0.33
Ajanta Pharma 0.33
Sona BLW Precis. 0.32
Wework India 0.32
Vijaya Diagnost. 0.32
OneSource Speci. 0.31
Indiqube Spaces 0.31
Indigo Paints 0.31
Newgen Software 0.31
Kovai Medical 0.30
MTAR Technologie 0.30
Federal Bank 0.29
Elgi Equipments 0.29
Piramal Pharma 0.28
Fine Organic 0.27
360 ONE 0.27
Mankind Pharma 0.26
AIA Engineering 0.26
Shilpa Medicare 0.26
REC Ltd 0.25
Inventurus Knowl 0.25
Crompton Gr. Con 0.24
Power Grid Corpn 0.24
Mastek 0.23
Rainbow Child. 0.23
Sobha 0.23
Varroc Engineer 0.22
KEI Industries 0.22
LTIMindtree 0.21
Latent View 0.21
Canara HSBC 0.21
Emmvee Photovol. 0.21
Sudeep Pharma 0.20
CSB Bank 0.20
Blue Star 0.20
Chola Financial 0.19
Five-Star Bus.Fi 0.19
Nucleus Soft. 0.19
Laxmi Dental 0.17
Neogen Chemicals 0.15
IIFL Capital 0.15
Oil India 0.15
Gillette India 0.15
Geojit Fin. Ser. 0.14
XPRO India 0.13
Arman Financial 0.10
International Ge 0.10
Aditya AMC 0.09
Sagility 0.08
EMA Partners 0.08
Shivalik Bimetal 0.06
Dam Capital Advi 0.05
Jaro Institute 0.05
CapitalNumbers 0.05
Cello World 0.05
LG Electronics 0.02
C C I 1.98
Net CA & Others -0.02
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   |

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Developed & Maintained By C-MOTS Infotech(ISO 9001:2015 certified)
Content powered by Capital Market Charts are powered by TradingView