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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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

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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) ₹388 Cr ₹293 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 2.33
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 1.68% 3.23%
6 Month -0.22% 9.63%
1 Year 24.18% 29.5%
3 Year 20.39% -
5 Year 17.94% -

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 11.55% 26.48%
3 Year 26.52% -
5 Year 22.47% -

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Year 22.05% 40.12%
3 Year 18.34% -
5 Year 18.4% -

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% -

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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
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 5.45 3.76
Large Cap 50.01 43.84
Small Cap 34.83 35.91
Mid Cap 9.71 16.49

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Others 5.45 3.76
Telecom - Services 2.47 2.31
Realty 4 0.75
Electrical Equipment 3.49 4.98
Food Products 1.33 2.15
Industrial Manufacturing 1.51 -
Construction 3.23 2.41
Textiles & Apparels 1.32 0.6
Banks 15.29 13.61
IT - Software 4.44 6.8
Paper, Forest & Jute Products 3.86 -
IT - Services 1.07 1.37
Pharmaceuticals & Biotechnology 2.1 5.9
Insurance 0.76 2.17
Automobiles 3.48 2.09
Finance 4.61 7.16
Diversified FMCG 3.15 0.28
Industrial Products 8.38 4.23
Oil 1.28 0.86
Ferrous Metals 1.18 0.85
Power 6 -
Chemicals & Petrochemicals 2.3 1.79
Transport Services 4.51 1.21
Engineering Services 1.12 -
Household Products 0.53 1.03
Commercial Services & Supplies 3.35 0.66
Retailing 9.26 6.72
Auto Components 0.53 1.9
Petroleum Products - 1.48
Agricultural Food & other Products - 0.09
Non - Ferrous Metals - 0.38
Healthcare Services - 2.04
Cement & Cement Products - 0.92
Consumer Durables - 3.57
Leisure Services - 1.14
Personal Products - 1.62
Beverages - 0.73
Healthcare Equipment & Supplies - 1.43
Aerospace & Defense - 1.05
Capital Markets - 9.03
Financial Technology (Fintech) - 0.64
Entertainment - 0.29

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