mfresearch ๐Ÿ”’ Show amounts

Compare funds

Scheme code Clear all
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan - Growth Option
categoryELSS
benchmarkBSE 500
history from2022-10-17
rating (overall)โ˜…โ˜…โ˜…โ˜…โ˜…
3y / 5y / 10y stars5 / - / -
return 1Y4.88%
return 3Y16.97%
return 5Y-
return 10Y-
vs benchmark 1Y4.45%
vs benchmark 3Y5.82%
vs benchmark 5Y-
3y volatility 15.42%
3y worst fall -16.36%
3y Sharpe 0.63
3y Sortino 0.97
3y alpha 5.68%
3y beta 0.96
3y information ratio 1.26
3y up / down capture116 / 88
3y risk-adj. rank in category3rd of 36

Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.