WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HDFC ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
HDFC ELSS Tax saver Fund - Growth Plan
Chart Comparison
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹247 Cr | ₹15678 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 05 Mar 1996 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 36.4% |
| Expense Ratio | 2.32 | 1.73 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01647 | INF179K01BB8 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Month | -5.14% | -4.71% |
| 6 Month | 11.03% | 7.45% |
| 1 Year | 33.29% | 33.42% |
| 3 Year | - | 20.26% |
| 5 Year | - | 20.31% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.22% | 23.9% |
| 3 Year | - | 28.26% |
| 5 Year | - | 26.92% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 41.12% | 17.61% |
| 3 Year | - | 14.99% |
| 5 Year | - | 14.82% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.98% | 11.39% |
| Sharp | - | 1.57% |
| Beta | - | 0.85% |
| Alpha | - | 6.77% |
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| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Fund Manage | 9 | 40 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 10.25 | 8.08 |
| Large Cap | 48.2 | 77.32 |
| Mid Cap | 12.17 | 7.06 |
| Small Cap | 29.38 | 7.54 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 1.59 | 7.82 |
| Energy | 2.85 | - |
| Materials | 2.7 | - |
| Technology | 6.12 | - |
| Automobile | 4.65 | - |
| Healthcare | 9.39 | - |
| Construction | 4.38 | 1.02 |
| Metals & Mining | 2.63 | - |
| Financial | 27.61 | - |
| Capital Goods | 10.58 | - |
| Services | 11.52 | - |
| Consumer Staples | 7.46 | - |
| Chemicals | 1.34 | - |
| Consumer Discretionary | 3.56 | - |
| Textiles | 1.05 | - |
| Communication | 1.68 | - |
| Insurance | 0.89 | 4.98 |
| Telecom - Services | - | 5.14 |
| Petroleum Products | - | 0.2 |
| IT - Software | - | 10.43 |
| Banks | - | 36.46 |
| Agricultural, Commercial & Construction Vehicles | - | 1.32 |
| Pharmaceuticals & Biotechnology | - | 7.77 |
| Automobiles | - | 6.42 |
| Aerospace & Defense | - | 2.35 |
| Ferrous Metals | - | 0.78 |
| Healthcare Services | - | 4.59 |
| IT - Services | - | 0.64 |
| Transport Services | - | 0.26 |
| Consumer Durables | - | 1.79 |
| Oil | - | 0.79 |
| Entertainment | - | 0.39 |
| Auto Components | - | 0.17 |
| Retailing | - | 0.96 |
| Power | - | 1.96 |
| Realty | - | 2.29 |
| Beverages | - | 0.9 |
| Commercial Services & Supplies | - | 0.57 |
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