WhiteOak Capital Arbitrage Fund vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Direct Plan, Growth option · Data as on 29-10-2026
WhiteOak Capital Arbitrage Fund is an Arbitrage fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund. In the year to 30-10-2026, WhiteOak Capital Arbitrage Fund (Direct) returned 7.1% and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) returned −6.2%. WhiteOak Capital Arbitrage Fund charges 2.35% a year and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 0.36% (Direct plans). Their portfolios overlap 47.5%: they hold 131 of the same securities.
WhiteOak Capital Arbitrage Fund
Arbitrage
- 1 year return
- 7.1%
- Expense ratio
- 2.35%
- NAV
- ₹11.60
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Index
- 1 year return
- −6.2%
- Expense ratio
- 0.36%
- NAV
- ₹13.49
Which is better, WhiteOak Capital Arbitrage or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- WhiteOak Capital Arbitrage returned more over 1 year: 7.1% against −6.2%.
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index costs less: 0.36% a year against 2.35% (Direct plans).
- WhiteOak Capital Arbitrage fell less in its worst fall since 10-09-2024: −0.4% against −18.7%.
- WhiteOak Capital Arbitrage is the larger fund: ₹2,623 Cr against ₹280 Cr.
- Their portfolios overlap 47.5%: 131 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | WhiteOak Capital Arbitrage Fund | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | Zerodha Mutual Fund |
| Category | Arbitrage | Index |
| AUM | ₹2,623 Cr (30-09-2026) | ₹280 Cr (30-09-2026) |
| NAV | ₹11.60 (Direct) | ₹13.49 (Direct) |
| Expense ratio (Direct) | 2.35% | 0.36% |
| Expense ratio (Regular) | 3.13% | Not available |
| Riskometer | Low | Very High |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty LargeMidcap 250 TRI |
| Launch date | 09-09-2024 | 08-11-2023 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | None |
| Fund managers | Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia | Kedarnath Mirajkar |
| Exit load | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. | Nil |
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Arbitrage Fund (Direct) | +0.73% | +1.54% | +3.28% | +7.07% | -- | -- | -- |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −1.30% | −6.82% | −3.24% | −6.16% | -- | -- | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | -- | -- | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Year-wise Returns
| Year | WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| 2026to date | +5.72% | −6.81% |
| 2025 | +7.43% | +8.44% |
| 2024 | -- | +18.59% |
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
Rolling returns
Every 1-year holding period, 280 of them, one for each trading day from 10-09-2025 to 29-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
WhiteOak Capital Arbitrage Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Oct 2025Dec 2024
to
Dec 2025Mar 2025
to
Mar 2026May 2025
to
May 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Arbitrage | 0.0 | 0.0 | 100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.2% | 7.2% | 6.6% | 7.6% | 65% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index | 16.1 | 35.1 | 30.1 | 13.3 | 5.4 | 0.0 | 0.0 | 5.2% | 4.8% | −7.7% | 18.6% | 100% |
| NIFTY LargeMidcap 250 TRI | 18.9 | 33.9 | 30.7 | 11.1 | 5.4 | 0.0 | 0.0 | 4.9% | 4.5% | −8.0% | 18.3% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 10-09-2024. Past returns do not promise future returns.
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 10-09-2024 to 29-10-2026: 26 instalments, ₹2,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct) | ₹2,60,000 | ₹2,80,660 | ₹20,660 | 7.0% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | ₹2,60,000 | ₹2,56,403 | −₹3,597 | −1.2% |
WhiteOak Capital ArbitrageWhiteOak Capital Arbitrage Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 IndexZerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | WhiteOak Capital Arbitrage Fund (Direct) | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.07% | −6.16% |
| Standard deviation | 1.31% | 14.85% |
| Sharpe ratio | 1.40 | -0.77 |
| Sortino ratio | 2.17 | -1.02 |
| Maximum drawdown | −0.4% (06-08-2026) | −14.3% (30-03-2026) |
| Beta | -- | 1.00 |
| Alpha | -- | +0.31% |
From daily NAVs, 29-10-2025 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | WhiteOak Capital Arbitrage Fund (Direct) | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.15% | +10.56% |
| Standard deviation | 1.10% | 14.89% |
| Sharpe ratio | 1.32 | 0.31 |
| Sortino ratio | 2.02 | 0.41 |
| Maximum drawdown | −0.4% (06-08-2026) | −18.7% (28-02-2025) |
| Beta | -- | 1.00 |
| Alpha | -- | +0.12% |
From daily NAVs, 10-09-2024 to 29-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
WhiteOak Capital Arbitrage Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| WhiteOak Capital Arbitrage Fund (Direct) | −0.4% | 03-08-2026 | 06-08-2026 | 24-08-2026 | 18 days | −0.1% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | −18.7% | 26-09-2024 | 28-02-2025 | 17-11-2025 | 9 months | −8.6% |
| NIFTY LargeMidcap 250 TRI | −18.8% | 26-09-2024 | 28-02-2025 | 17-11-2025 | 9 months | −8.6% |
From daily values since 10-09-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
WhiteOak Capital Arbitrage Fund (Direct)
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| WhiteOak Capital Arbitrage Fund (Direct) | 18% | -14% | 17.03% |
| Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund (Direct) | 101% | 100% | 0.04% |
From month-end values since 10-09-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Arbitrage Fund, September 2026; Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund, September 2026
Holdings in common
- Overlap
- 47.5%
- Held by both
- 131
- Only in WhiteOak Capital Arbitrage
- 40
- Only in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index
- 119
| Security | % of WhiteOak Capital Arbitrage | % of Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| HDFC Bank Limited | 5.17% | 4.22% |
| Reliance Industries Limited | 3.93% | 3.08% |
| ICICI Bank Limited | 2.32% | 3.68% |
| Bharti Airtel Limited | 2.20% | 2.08% |
| Axis Bank Limited | 1.97% | 1.37% |
| Infosys Limited | 1.62% | 1.36% |
| The Federal Bank Limited | 1.38% | 0.97% |
| Multi Commodity Exchange of India Limited | 0.96% | 1.04% |
| Coforge Limited | 1.14% | 0.75% |
| IndusInd Bank Limited | 0.78% | 0.73% |
| AU Small Finance Bank Limited | 0.67% | 0.72% |
| State Bank of India | 0.62% | 1.54% |
| Maruti Suzuki India Limited | 0.98% | 0.60% |
| NTPC Limited | 0.89% | 0.59% |
| Lupin Limited | 0.59% | 0.61% |
| Bajaj Finance Limited | 0.54% | 1.02% |
| Tata Consultancy Services Limited | 0.54% | 0.81% |
| Hindalco Industries Limited | 1.43% | 0.53% |
| Mahindra & Mahindra Limited | 0.51% | 1.02% |
| UltraTech Cement Limited | 0.51% | 0.50% |
| APL Apollo Tubes Limited | 0.67% | 0.49% |
| BSE Limited | 0.58% | 0.49% |
| Bharat Forge Limited | 0.48% | 0.66% |
| HCL Technologies Limited | 0.48% | 0.50% |
| IDFC First Bank Limited | 0.47% | 0.67% |
| Divi's Laboratories Limited | 0.76% | 0.46% |
| Eternal Limited | 0.46% | 0.90% |
| Titan Company Limited | 0.45% | 0.74% |
| PB Fintech Limited | 0.45% | 0.46% |
| InterGlobe Aviation Limited | 0.72% | 0.44% |
| Radico Khaitan Limited | 0.42% | 0.42% |
| Hindustan Petroleum Corporation Limited | 0.49% | 0.41% |
| Coal India Limited | 0.73% | 0.39% |
| Bajaj Finserv Limited | 0.52% | 0.39% |
| Max Financial Services Limited | 0.39% | 0.45% |
| Alkem Laboratories Limited | 0.64% | 0.38% |
| Tech Mahindra Limited | 0.51% | 0.38% |
| Eicher Motors Limited | 0.44% | 0.38% |
| TVS Motor Company Limited | 1.24% | 0.37% |
| Swiggy Limited | 0.37% | 0.46% |
| Larsen & Toubro Limited | 0.36% | 1.71% |
| Life Insurance Corporation Of India | 0.36% | 0.62% |
| Ashok Leyland Limited | 0.36% | 0.54% |
| Indian Bank | 0.43% | 0.35% |
| Mphasis Limited | 0.37% | 0.35% |
| Sun Pharmaceutical Industries Limited | 0.35% | 0.75% |
| NHPC Limited | 0.34% | 0.34% |
| Kotak Mahindra Bank Limited | 0.33% | 1.19% |
| Biocon Limited | 0.93% | 0.32% |
| Steel Authority of India Limited | 0.90% | 0.32% |
| Voltas Limited | 0.86% | 0.30% |
| SBI Life Insurance Company Limited | 0.65% | 0.30% |
| Persistent Systems Limited | 0.30% | 0.71% |
| Oil India Limited | 0.30% | 0.30% |
| Page Industries Limited | 0.59% | 0.28% |
| National Aluminium Company Limited | 0.28% | 0.38% |
| Cholamandalam Investment and Finance Company Ltd | 0.49% | 0.27% |
| Grasim Industries Limited | 0.27% | 0.45% |
| Oil & Natural Gas Corporation Limited | 0.27% | 0.34% |
| Info Edge (India) Limited | 0.27% | 0.58% |
| Torrent Pharmaceuticals Limited | 0.27% | 0.27% |
| Cummins India Limited | 0.32% | 0.25% |
| Marico Limited | 0.24% | 0.51% |
| Shriram Finance Limited | 0.24% | 0.53% |
| ICICI Lombard General Insurance Company Limited | 0.24% | 0.48% |
| Jio Financial Services Limited | 0.23% | 0.28% |
| HDFC Life Insurance Company Limited | 0.54% | 0.22% |
| Fortis Healthcare Limited | 0.22% | 0.49% |
| SBI Cards and Payment Services Limited | 0.48% | 0.21% |
| Astral Limited | 0.22% | 0.21% |
| Varun Beverages Limited | 0.21% | 0.23% |
| L&T Finance Limited | 0.21% | 0.28% |
| One 97 Communications Limited | 0.21% | 0.89% |
| LIC Housing Finance Limited | 0.62% | 0.20% |
| Indian Oil Corporation Limited | 0.35% | 0.20% |
| Bank of Maharashtra | 0.23% | 0.20% |
| Bharat Petroleum Corporation Limited | 0.19% | 0.24% |
| ITC Limited | 0.19% | 0.98% |
| Avenue Supermarts Limited | 0.19% | 0.24% |
| The Phoenix Mills Limited | 0.19% | 0.44% |
| Nestle India Limited | 0.19% | 0.36% |
| Vedanta Limited | 0.26% | 0.18% |
| Power Finance Corporation Limited | 0.24% | 0.18% |
| KEI Industries Limited | 0.18% | 0.34% |
| Polycab India Limited | 0.20% | 0.17% |
| GE Vernova T&D India Limited | 0.17% | 0.64% |
| Canara Bank | 0.51% | 0.16% |
| Jindal Steel Limited | 0.45% | 0.16% |
| Premier Energies Limited | 0.16% | 0.16% |
| NMDC Limited | 0.16% | 0.33% |
| SRF Limited | 0.16% | 0.44% |
| HDFC Asset Management Company Limited | 0.15% | 0.18% |
| Vodafone Idea Limited | 3.30% | 0.14% |
| Bharat Dynamics Limited | 0.23% | 0.13% |
| Union Bank of India | 0.17% | 0.13% |
| Cipla Limited | 0.13% | 0.29% |
| Container Corporation of India Limited | 0.13% | 0.19% |
| Motilal Oswal Financial Services Limited | 0.12% | 0.19% |
| Muthoot Finance Limited | 0.76% | 0.11% |
| Hindustan Zinc Limited | 0.29% | 0.11% |
| Max Healthcare Institute Limited | 0.11% | 0.27% |
| Hindustan Unilever Limited | 0.11% | 0.65% |
| ABB India Limited | 0.11% | 0.14% |
| Supreme Industries Limited | 0.11% | 0.27% |
| Lodha Developers Limited | 0.11% | 0.41% |
| Godfrey Phillips India Limited | 0.11% | 0.10% |
| Wipro Limited | 0.09% | 0.17% |
| REC Limited | 0.08% | 0.46% |
| Hero MotoCorp Limited | 0.08% | 0.84% |
| Tata Consumer Products Limited | 0.08% | 0.24% |
| Adani Enterprises Limited | 0.08% | 0.38% |
| Trent Limited | 0.08% | 0.34% |
| Bajaj Auto Limited | 0.08% | 0.46% |
| Tube Investments of India Limited | 0.08% | 0.31% |
| Bosch Limited | 0.06% | 0.16% |
| Bank of Baroda | 0.05% | 0.17% |
| Mazagon Dock Shipbuilders Limited | 0.05% | 0.06% |
| Colgate Palmolive (India) Limited | 0.05% | 0.29% |
| Hitachi Energy India Limited | 0.04% | 0.15% |
| Kalyan Jewellers India Limited | 0.04% | 0.26% |
| Solar Industries India Limited | 0.04% | 0.19% |
| Tata Motors Passenger Vehicles Limited | 0.03% | 0.23% |
| Rail Vikas Nigam Limited | 0.03% | 0.14% |
| Power Grid Corporation of India Limited | 0.03% | 0.46% |
| Bank of India | 0.02% | 0.19% |
| Oberoi Realty Limited | 0.01% | 0.26% |
| JSW Energy Limited | 0.01% | 0.37% |
| Indus Towers Limited | 0.01% | 0.59% |
| Siemens Energy India Limited | 0.01% | 0.11% |
| Nippon Life India Asset Management Limited | 0.01% | 0.24% |
| Apollo Hospitals Enterprise Limited | 0.01% | 0.33% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.5% means 47.5% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in WhiteOak Capital Arbitrage Fund
| Security | % of fund |
|---|---|
| Bandhan Money Market Fund -Direct Plan-Growth | 5.73% |
| WhiteOak Capital Liquid Fund- Direct plan-GR | 5.27% |
| WhiteOak Cap Ultra Short Term Fund- Dir Pl-Gr Op | 2.28% |
| Kotak Mahindra Bank Limited (21/12/2026) | 1.88% |
| Bank of Baroda (08/01/2027) | 0.94% |
Largest holdings only in Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund
| Security | % of fund |
|---|---|
| Laurus Labs Limited | 0.95% |
| The Indian Hotels Company Limited | 0.79% |
| Bharat Heavy Electricals Limited | 0.75% |
| Dixon Technologies (India) Limited | 0.67% |
| Lenskart Solutions Limited | 0.62% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Arbitrage | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Equity | 68.4% | 99.6% |
| Debt | 12.9% | 0.0% |
| Cash and others | 18.7% | 0.4% |
Market cap of stocks
| Market cap | WhiteOak Capital Arbitrage | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Large Cap | 43.9% | 52.0% |
| Mid Cap | 20.1% | 46.3% |
| Small Cap | 4.4% | 1.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | WhiteOak Capital Arbitrage | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index |
|---|---|---|
| Banks | 15.4% | 16.9% |
| Pharmaceuticals & Biotechnology | 3.7% | 6.7% |
| Finance | 4.9% | 6.5% |
| IT - Software | 5.5% | 5.6% |
| Telecom - Services | 5.5% | 3.2% |
| Petroleum Products | 5.0% | 3.9% |
| Retailing | 1.4% | 4.3% |
| Automobiles | 3.6% | 4.0% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Arbitrage vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Arbitrage Fund | Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.35% | 0.36% |
| Base expense ratio (Direct) | 0.38% | 0.25% |
| Total expense ratio (Regular) | 3.13% | Not available |
| Base expense ratio (Regular) | 1.04% | 0.00% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
WhiteOak Capital Arbitrage Fund vs Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Arbitrage Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
WhiteOak Capital Arbitrage Fund is an Arbitrage fund, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund is an Index fund, run by WhiteOak Capital Mutual Fund and Zerodha Mutual Fund. Their portfolios overlap 47.5%. WhiteOak Capital Arbitrage Fund charges 2.35% a year and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund 0.36%.
Which has given higher returns, WhiteOak Capital Arbitrage Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Over 1 year: WhiteOak Capital Arbitrage Fund +7.07%, Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund −6.16%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, WhiteOak Capital Arbitrage Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund charges less: 0.36% a year against 2.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do WhiteOak Capital Arbitrage Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund overlap?
47.5%. They hold 131 of the same securities, the largest shared ones being HDFCBANK, RELIANCE, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, WhiteOak Capital Arbitrage Fund or Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
On SEBI's riskometer, WhiteOak Capital Arbitrage Fund is rated Low and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 1.31% and 14.85% a year.
Can I invest in both WhiteOak Capital Arbitrage Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
Yes. 47.5% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages WhiteOak Capital Arbitrage Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund?
WhiteOak Capital Arbitrage Fund: Ramesh Mantri, Piyush Baranwal, Ashish Agrawal, Bhavin Patadia. Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund: Kedarnath Mirajkar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.