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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HDFC ELSS Tax saver Fund compare

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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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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 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) ₹312 Cr ₹15413 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 2.34 1.7
Manager Piyush Baranwal Dhruv Muchhal
ISIN Code INF03VN01647 INF179K01BB8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Month 6.89% 6.42%
6 Month -8.28% -8.66%
1 Year 14.4% 12.5%
3 Year - 21.8%
5 Year - 30.07%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HDFC ELSS Tax saver Fund - Growth Plan
6 Month -4.92% -1.2%
1 Year -2.8% -1.11%
3 Year - 21.19%
5 Year - 22.85%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HDFC ELSS Tax saver Fund - Growth Plan
1 Year 38.18% 17.75%
3 Year - 15.14%
5 Year - 14.93%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HDFC ELSS Tax saver Fund - Growth Plan
Standard Deviation - 12.311%
Sharp - 1.077%
Beta - 0.848%
Alpha - 7.78%

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Fund Managers

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
Funds Managed 9 40
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth HDFC ELSS Tax saver Fund - Growth Plan

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 5.29 7.25
Large Cap 47.1 75.98
Small Cap 34.19 10.42
Mid Cap 13.43 6.34

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

HDFC ELSS Tax saver Fund - Growth Plan

Others 4.29 6.95
Energy 2.49 0.59
Financial Services 30.88 40.82
Technology 12.38 6.67
Basic Materials 5.4 5.51
Consumer Cyclical 14.13 13.5
Healthcare 8.37 10.74
Industrials 11.8 5.95
Consumer Defensive 4.8 1.02
Utilities 0.87 1.27
Real Estate 0.81 1.15
Communication Services 3.78 5.85

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