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) ₹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 2.62% 3%
6 Month 22.96% 20.88%
1 Year 57.89% 43.76%
3 Year 21.67% -
5 Year - -

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 25.56% 17.34%
3 Year 54.01% 31.26%
5 Year 80.34% 31.26%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
1 Year 20.38% 41.18%
3 Year 18.31% -
5 Year 18.57% -

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 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

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