WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Franklin India ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Franklin India ELSS Tax Saver Fund-Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹312 Cr | ₹6438 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 10 Apr 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 20.34% |
Expense Ratio | 2.34 | 1.81 |
Manager | Piyush Baranwal | R Janakiraman |
ISIN Code | INF03VN01647 | INF090I01775 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
1 Month | -4.73% | -2.93% |
6 Month | -6.2% | -9.27% |
1 Year | 11.4% | 6.52% |
3 Year | - | 16.3% |
5 Year | - | 18.2% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.57% | -5.96% |
3 Year | - | 17.23% |
5 Year | - | 19.94% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
1 Year | 39.06% | 16.18% |
3 Year | - | 16.87% |
5 Year | - | 17.56% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
Standard Deviation | - | 13.52% |
Sharp | - | 0.749% |
Beta | - | 0.952% |
Alpha | - | 2.685% |
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Fund Managers
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
Name | Piyush Baranwal | R Janakiraman |
Total AUM | ₹5379 Cr | ₹50034 Cr |
Fund Manage | 9 | 8 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
Market Cap
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
Others | 3.76 | 2.24 |
Small Cap | 35.91 | 10.58 |
Large Cap | 43.84 | 72.97 |
Mid Cap | 16.49 | 14.19 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Franklin India ELSS Tax Saver Fund-Growth |
---|---|---|
Others | 3.76 | 2.24 |
Realty | 0.75 | 0.69 |
Petroleum Products | 1.48 | 3.71 |
IT - Software | 6.8 | 10.96 |
Pharmaceuticals & Biotechnology | 5.9 | 3.54 |
Construction | 2.41 | 4.69 |
Retailing | 6.72 | 2.66 |
Finance | 7.16 | 0.99 |
Electrical Equipment | 4.98 | - |
Agricultural Food & other Products | 0.09 | 1.53 |
Non - Ferrous Metals | 0.38 | - |
Banks | 13.61 | 25.17 |
Healthcare Services | 2.04 | 2.18 |
Chemicals & Petrochemicals | 1.79 | 0.69 |
Transport Services | 1.21 | - |
Cement & Cement Products | 0.92 | 5.02 |
Ferrous Metals | 0.85 | 0.92 |
Consumer Durables | 3.57 | 2.97 |
Leisure Services | 1.14 | 2.79 |
Personal Products | 1.62 | - |
Food Products | 2.15 | - |
Industrial Products | 4.23 | 2.54 |
Automobiles | 2.09 | 4.21 |
Insurance | 2.17 | - |
Beverages | 0.73 | 3.45 |
Healthcare Equipment & Supplies | 1.43 | - |
IT - Services | 1.37 | - |
Aerospace & Defense | 1.05 | 1.76 |
Oil | 0.86 | - |
Textiles & Apparels | 0.6 | 1.69 |
Auto Components | 1.9 | 2 |
Capital Markets | 9.03 | 0.83 |
Commercial Services & Supplies | 0.66 | 0.55 |
Telecom - Services | 2.31 | 5.74 |
Financial Technology (Fintech) | 0.64 | 1.37 |
Diversified FMCG | 0.28 | - |
Household Products | 1.03 | 1.31 |
Entertainment | 0.29 | - |
Gas | - | 1.04 |
Power | - | 2.74 |
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