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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹374 Cr | ₹312 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 14 Oct 2022 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | 0.0% |
| Expense Ratio | 2.32 | 2.34 |
| Manager | Vishal Jajoo | Piyush Baranwal |
| ISIN Code | INF00XX01374 | INF03VN01647 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 3.15% | 2.76% |
| 6 Month | -5.19% | -1.31% |
| 1 Year | 2.31% | 14.05% |
| 3 Year | 19.46% | - |
| 5 Year | 22.56% | - |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 6 Month | 1.06% | 0.86% |
| 1 Year | -8.23% | 1.06% |
| 3 Year | 18.33% | - |
| 5 Year | 17.27% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 20.61% | 38.18% |
| 3 Year | 18.2% | - |
| 5 Year | 17.5% | - |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.905% | - |
| Sharp | 0.774% | - |
| Beta | 0.917% | - |
| Alpha | 3.597% | - |
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Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Name | Vishal Jajoo | Piyush Baranwal |
| Total AUM | ₹762 Cr | ₹5379 Cr |
| Funds Managed | 3 | 9 |
| ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Others | 4.4 | 5.29 |
| Large Cap | 41.83 | 47.1 |
| Small Cap | 44.62 | 34.19 |
| Mid Cap | 9.14 | 13.43 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
|---|---|---|
| Others | 1.66 | 4.29 |
| Communication Services | 2.67 | 3.78 |
| Industrials | 20.77 | 11.8 |
| Consumer Defensive | 3.66 | 4.8 |
| Basic Materials | 10.08 | 5.4 |
| Financial Services | 26.02 | 30.88 |
| Consumer Cyclical | 11.66 | 14.13 |
| Technology | 9.68 | 12.38 |
| Healthcare | 2.53 | 8.37 |
| Energy | 1 | 2.49 |
| Real Estate | 4.73 | 0.81 |
| Utilities | 5.53 | 0.87 |
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