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) | ₹293 Cr | ₹15935 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 02 Apr 1996 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 36.4% |
| Expense Ratio | 2.33 | 1.71 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01647 | INF179K01BB8 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Month | -5.41% | -3.29% |
| 6 Month | 1.35% | -4.41% |
| 1 Year | 20.01% | 15.74% |
| 3 Year | - | 19.93% |
| 5 Year | - | 19.67% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.13% | 4.46% |
| 3 Year | - | 22.68% |
| 5 Year | - | 23.96% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| 1 Year | 40.12% | 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 | 3.76 | 7.59 |
| Small Cap | 35.91 | 9.54 |
| Large Cap | 43.84 | 77.22 |
| Mid Cap | 16.49 | 5.65 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HDFC ELSS Tax saver Fund - Growth Plan |
|---|---|---|
| Others | 3.76 | 7.59 |
| Realty | 0.75 | 1.44 |
| Petroleum Products | 1.48 | 0.17 |
| IT - Software | 6.8 | 8.25 |
| Pharmaceuticals & Biotechnology | 5.9 | 7.45 |
| Construction | 2.41 | 1.02 |
| Retailing | 6.72 | 0.84 |
| Finance | 7.16 | - |
| Electrical Equipment | 4.98 | - |
| Agricultural Food & other Products | 0.09 | - |
| Non - Ferrous Metals | 0.38 | - |
| Banks | 13.61 | 36.8 |
| Healthcare Services | 2.04 | 4.39 |
| Chemicals & Petrochemicals | 1.79 | - |
| Transport Services | 1.21 | 0.22 |
| Cement & Cement Products | 0.92 | 1.56 |
| Ferrous Metals | 0.85 | 1.12 |
| Consumer Durables | 3.57 | 1.95 |
| Leisure Services | 1.14 | - |
| Personal Products | 1.62 | - |
| Food Products | 2.15 | - |
| Industrial Products | 4.23 | - |
| Automobiles | 2.09 | 8.99 |
| Insurance | 2.17 | 5.76 |
| Beverages | 0.73 | 1 |
| Healthcare Equipment & Supplies | 1.43 | - |
| IT - Services | 1.37 | 0.55 |
| Aerospace & Defense | 1.05 | 1.47 |
| Oil | 0.86 | 0.42 |
| Textiles & Apparels | 0.6 | - |
| Auto Components | 1.9 | 0.15 |
| Capital Markets | 9.03 | - |
| Commercial Services & Supplies | 0.66 | 0.53 |
| Telecom - Services | 2.31 | 5.35 |
| Financial Technology (Fintech) | 0.64 | - |
| Diversified FMCG | 0.28 | - |
| Household Products | 1.03 | - |
| Entertainment | 0.29 | 0.31 |
| Agricultural, Commercial & Construction Vehicles | - | 1.18 |
| Fertilizers & Agrochemicals | - | 0.18 |
| Power | - | 1.31 |
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