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

Overview

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	3%	1.2%
6 Month	20.88%	19.01%
1 Year	43.76%	47.09%
3 Year	-	25.91%
5 Year	-	23.51%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HDFC ELSS Tax saver Fund - Growth Plan
6 Month	-	-
1 Year	17.34%	20.44%
3 Year	31.26%	51.61%
5 Year	31.26%	94.31%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	HDFC ELSS Tax saver Fund - Growth Plan
1 Year	27.1%	24.54%
3 Year	35.75%	69.28%
5 Year	35.75%	101.07%

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