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
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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