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

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

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tortoise-icon Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

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

Overview

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 ₹6299 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 1.74
Manager Piyush Baranwal Harsha Upadhyaya
ISIN Code INF03VN01647 INF174K01369
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month 3% -5.89%
6 Month 20.88% 7.53%
1 Year 43.76% 35.96%
3 Year - 17.58%
5 Year - 20.51%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year 41.18% 12.84%
3 Year - 12.9%
5 Year - 12.97%

Risk Management

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 - 1.09%
Beta - 0.84%
Alpha - 3.44%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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