- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Very High |
| 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 | 6.66% | 5.93% |
| 6 Month | -8.63% | -10.81% |
| 1 Year | 12.33% | 6.95% |
| 3 Year | - | 16.68% |
| 5 Year | - | 29.2% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 6 Month | -4.92% | -4.63% |
| 1 Year | -2.8% | -6.96% |
| 3 Year | - | 17.91% |
| 5 Year | - | 20.04% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| 1 Year | 38.18% | 16.08% |
| 3 Year | - | 16.87% |
| 5 Year | - | 17.58% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Standard Deviation | - | 13.786% |
| Sharp | - | 0.692% |
| Beta | - | 0.94% |
| Alpha | - | 3.459% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 5.29 | 1.51 |
| Large Cap | 47.1 | 72.91 |
| Small Cap | 34.19 | 9.19 |
| Mid Cap | 13.43 | 16.39 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Franklin India ELSS Tax Saver Fund-Growth |
|---|---|---|
| Others | 4.29 | 2.34 |
| Energy | 2.49 | 3.11 |
| Financial Services | 30.88 | 29.08 |
| Technology | 12.38 | 11.29 |
| Basic Materials | 5.4 | 4.87 |
| Consumer Cyclical | 14.13 | 13.14 |
| Healthcare | 8.37 | 6.4 |
| Industrials | 11.8 | 11.97 |
| Consumer Defensive | 4.8 | 6.25 |
| Utilities | 0.87 | 3.79 |
| Real Estate | 0.81 | 1.73 |
| Communication Services | 3.78 | 6.03 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.68%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.26%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns15.47%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns10.34%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.9%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.15%
