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WhiteOak Capital ELSS Tax Saver Fund (IDCW) Equity - Tax Planning
INVEST

Plan: OPEN | Option: Dividend | Ramesh Mantri

20 Dec 24 | 12:00 AM

17.09 -0.72 (-4.03%)

  • Underperforms

    31.00%

    Return (1Y)

    underperformed BSE 500 TRI by -3.70%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.02%

  • Inconsistent

    2/5

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year WhiteOak Capital ELSS Tax Saver Fund (IDCW), has underperformed by -3.70% (CAGR difference)

31.00%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of WhiteOak Capital ELSS Tax Saver Fund (IDCW) is Lower than by -0.02%

0.93%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% of the times It underperformed its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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