WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs ITI ELSS Tax Saver Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹363 Cr ₹247 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 2.3 2.32
Manager Vishal Jajoo Piyush Baranwal
ISIN Code INF00XX01374 INF03VN01647
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Month -3.69% -0.97%
6 Month 2.51% 11.43%
1 Year 31.4% 34.64%
3 Year 17.66% -
5 Year 17.76% -

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
6 Month - -
1 Year 10.45% -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Year 21.02% 41.12%
3 Year 18.31% -
5 Year 18.49% -

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Standard Deviation 12.51% 4.98%
Sharp 1.03% -
Beta 0.83% -
Alpha 1.91% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.74 10.25
Large Cap 49.09 48.2
Small Cap 28.6 29.38
Mid Cap 15.57 12.17

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Others 1.76 1.59
Telecom - Services 11.75 -
Petroleum Products 2.08 -
Electrical Equipment 1.65 -
Construction 6.35 4.38
Industrial Manufacturing 1.13 -
Textiles & Apparels 3.11 -
Banks 11.64 -
IT - Software 4.69 -
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 -
Automobiles 5.91 -
Finance 3.86 -
Diversified FMCG 1.21 -
Pharmaceuticals & Biotechnology 0.66 -
Industrial Products 9.98 -
Realty 4.94 -
Ferrous Metals 3.18 -
Chemicals & Petrochemicals 1.12 -
Auto Components 2.29 -
Engineering Services 0.61 -
Power 4.81 -
Transport Services 3.53 -
Commercial Services & Supplies 1.84 -
Retailing 7.91 -
Energy - 2.85
Materials - 2.7
Technology - 6.12
Automobile - 4.65
Healthcare - 9.39
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

Top Comparisons

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns5.43%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns6%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.84%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.84%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns16.17%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns13.65%

Compare Now

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns9.26%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns9.26%

Compare Now
Request call back
Add to Cart Successfully