WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Franklin India ELSS Tax Saver Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹247 Cr ₹6816 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 05 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 2.32 1.8
Manager Piyush Baranwal R Janakiraman
ISIN Code INF03VN01647 INF090I01775
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Franklin India ELSS Tax Saver Fund-Growth
1 Month -5.14% -5.47%
6 Month 11.03% 7.64%
1 Year 33.29% 31.12%
3 Year - 16.81%
5 Year - 19.87%

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 30.22% 22.32%
3 Year - 25.96%
5 Year - 25.14%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Franklin India ELSS Tax Saver Fund-Growth
1 Year 41.12% 16.05%
3 Year - 16.83%
5 Year - 17.47%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Franklin India ELSS Tax Saver Fund-Growth
Standard Deviation 4.98% 12.29%
Sharp - 1.24%
Beta - 0.92%
Alpha - 3.42%

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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 10.25 5.99
Large Cap 48.2 72.54
Mid Cap 12.17 14.96
Small Cap 29.38 6.53

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Franklin India ELSS Tax Saver Fund-Growth

Others 1.59 4.3
Energy 2.85 9.46
Materials 2.7 5.4
Technology 6.12 8.68
Automobile 4.65 4.57
Healthcare 9.39 3.77
Construction 4.38 5.79
Metals & Mining 2.63 -
Financial 27.61 26.05
Capital Goods 10.58 7.84
Services 11.52 6.39
Consumer Staples 7.46 6.77
Chemicals 1.34 -
Consumer Discretionary 3.56 3.32
Textiles 1.05 1.5
Communication 1.68 5.41
Insurance 0.89 0.77

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