WOC ELSS Tax Saver Fund

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Growth

EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 292 Cr

Very High RiskPrinciple investment will be at very high risk

17.800.19% (+0.03)

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EquityEquity Linked Savings Scheme (ELSS)

Small-size FundAssets Under Mgmt: ₹ 292 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.70	14.70	1.70

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.43	15.07	1.14

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
BSE 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
WOC ELSS Tax Saver Fund	31.65%	—	30.02%
Axis ELSS Tax Saver Fund	20.44%	9.78%	17.66%
SBI Long Term Equity Fund	32.01%	25.91%	17.34%
Mirae Asset ELSS Tax Saver Fund	21.43%	16.52%	20.32%

Price Comparison

Compare WOC ELSS Tax Saver Fund with any MF, ETF, stock or index

WOC ELSS Tax Saver Fund

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AMC Profile

The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Besides segregated managed accounts for leading global institutions, White Oak offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide.

No.of Schemes
17
Total AUM
₹ 15,507.98 Cr.

Fund Manager Profile

Ramesh Mantri

AUM: ₹14,243.57 Cr.

Exp: 18yrs

Piyush Baranwal

AUM: ₹15,507.98 Cr.

Exp: 6yrs

Trupti Agrawal

AUM: ₹13,495.21 Cr.

Exp: 10yrs

Dheeresh Pathak

AUM: ₹14,802.72 Cr.

Exp: 16yrs

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

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WOC ELSS Tax Saver Fund