WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Kotak ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Kotak ELSS Tax Saver Fund-Scheme-Growth
Chart Comparison
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹247 Cr | ₹6101 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 01 Nov 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 14.27% |
| Expense Ratio | 2.32 | 1.75 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01647 | INF174K01369 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Month | 3% | -0.26% |
| 6 Month | 20.88% | 19.47% |
| 1 Year | 43.76% | 38.61% |
| 3 Year | - | 20.45% |
| 5 Year | - | 22.95% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.34% | 20.07% |
| 3 Year | 31.26% | 43.72% |
| 5 Year | 31.26% | 82.74% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 27.1% | 23.54% |
| 3 Year | 35.75% | 60.68% |
| 5 Year | 35.75% | 88.7% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Standard Deviation | 4.98% | 11.32% |
| Sharp | - | 1.23% |
| Beta | - | 0.82% |
| Alpha | - | 3.07% |
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| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Name | Piyush Baranwal | Harsha Upadhyaya |
| Total AUM | ₹5379 Cr | ₹139411 Cr |
| Fund Manage | 9 | 11 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 10.25 | 0.71 |
| Large Cap | 48.2 | 67.91 |
| Mid Cap | 12.17 | 18.12 |
| Small Cap | 29.38 | 13.21 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 1.59 | 0.65 |
| Energy | 2.85 | - |
| Materials | 2.7 | - |
| Technology | 6.12 | - |
| Automobile | 4.65 | - |
| Healthcare | 9.39 | - |
| Construction | 4.38 | 7.45 |
| 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 | - |
| Telecom - Services | - | 2.14 |
| Petroleum Products | - | 8.65 |
| Finance | - | 1.53 |
| IT - Software | - | 5.19 |
| Pharmaceuticals & Biotechnology | - | 4.08 |
| Banks | - | 21.71 |
| Diversified FMCG | - | 2.13 |
| Non - Ferrous Metals | - | 0.68 |
| Cement & Cement Products | - | 3.48 |
| Ferrous Metals | - | 3.39 |
| Aerospace & Defense | - | 1.73 |
| Electrical Equipment | - | 2.26 |
| Industrial Products | - | 3.01 |
| Gas | - | 2.82 |
| Automobiles | - | 3.28 |
| Fertilizers & Agrochemicals | - | 1.31 |
| Consumer Durables | - | 2.87 |
| Textiles & Apparels | - | 0.44 |
| Auto Components | - | 6.25 |
| Chemicals & Petrochemicals | - | 5.39 |
| Entertainment | - | 0.99 |
| Power | - | 4.78 |
| Capital Markets | - | 0.91 |
| Industrial Manufacturing | - | 1.68 |
| Beverages | - | 1.15 |
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