WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs DSP ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹312 Cr | ₹15985 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 35% |
Expense Ratio | 2.34 | 1.64 |
Manager | Piyush Baranwal | Rohit Singhania |
ISIN Code | INF03VN01647 | INF740K01185 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.82% | 1.68% |
6 Month | -1.47% | -1.06% |
1 Year | 13.13% | 13.84% |
3 Year | - | 19.3% |
5 Year | - | 27.35% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.86% | 3.08% |
1 Year | 1.06% | 1.82% |
3 Year | - | 21.28% |
5 Year | - | 20.98% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 38.18% | 14.52% |
3 Year | - | 16.2% |
5 Year | - | 15.57% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 12.57% |
Sharp | - | 0.71% |
Beta | - | 0.96% |
Alpha | - | 3.68% |
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Fund Managers
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Rohit Singhania |
Total AUM | ₹5379 Cr | ₹46862 Cr |
Funds Managed | 9 | 7 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 5.29 | 6.31 |
Large Cap | 47.1 | 62.45 |
Small Cap | 34.19 | 13.45 |
Mid Cap | 13.43 | 17.79 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.29 | 4.68 |
Energy | 2.49 | 3.63 |
Financial Services | 30.88 | 35.97 |
Technology | 12.38 | 6.84 |
Basic Materials | 5.4 | 9.1 |
Consumer Cyclical | 14.13 | 9.45 |
Healthcare | 8.37 | 10.11 |
Industrials | 11.8 | 6.8 |
Consumer Defensive | 4.8 | 5.04 |
Utilities | 0.87 | 3.77 |
Real Estate | 0.81 | - |
Communication Services | 3.78 | 4.6 |
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