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 | 8.4% | 6.66% |
6 Month | -15.8% | -8.63% |
1 Year | 3.05% | 12.33% |
3 Year | 17.73% | - |
5 Year | 24.73% | - |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
---|---|---|
6 Month | -6.7% | -4.92% |
1 Year | -14.9% | -2.8% |
3 Year | 17.1% | - |
5 Year | 16.86% | - |
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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