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) | ₹293 Cr | ₹6148 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 23 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 | 2.33 | 1.76 |
| Manager | Piyush Baranwal | Harsha Upadhyaya |
| ISIN Code | INF03VN01647 | INF174K01369 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Month | 4.03% | 2.13% |
| 6 Month | 9.85% | -0.62% |
| 1 Year | 28.55% | 22.82% |
| 3 Year | - | 17.81% |
| 5 Year | - | 19.86% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.48% | 13.09% |
| 3 Year | - | 21.82% |
| 5 Year | - | 22.32% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| 1 Year | 41.12% | 12.82% |
| 3 Year | - | 12.81% |
| 5 Year | - | 12.93% |
| 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 | - | 0.9% |
| Beta | - | 0.87% |
| Alpha | - | 2.43% |
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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 | 3.76 | 1.47 |
| Small Cap | 35.91 | 17.14 |
| Large Cap | 43.84 | 67.31 |
| Mid Cap | 16.49 | 14.06 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
|---|---|---|
| Others | 3.76 | 1.47 |
| Realty | 0.75 | - |
| Petroleum Products | 1.48 | 6.29 |
| IT - Software | 6.8 | 12.21 |
| Pharmaceuticals & Biotechnology | 5.9 | 4.34 |
| Construction | 2.41 | 7.51 |
| Retailing | 6.72 | 1.81 |
| Finance | 7.16 | 1.91 |
| Electrical Equipment | 4.98 | 1.05 |
| Agricultural Food & other Products | 0.09 | - |
| Non - Ferrous Metals | 0.38 | 0.67 |
| Banks | 13.61 | 19.62 |
| Healthcare Services | 2.04 | - |
| Chemicals & Petrochemicals | 1.79 | 4.8 |
| Transport Services | 1.21 | - |
| Cement & Cement Products | 0.92 | 3.04 |
| Ferrous Metals | 0.85 | 1.5 |
| Consumer Durables | 3.57 | 1.61 |
| Leisure Services | 1.14 | - |
| Personal Products | 1.62 | 1.67 |
| Food Products | 2.15 | - |
| Industrial Products | 4.23 | 0.93 |
| Automobiles | 2.09 | 2.03 |
| Insurance | 2.17 | - |
| Beverages | 0.73 | 1 |
| Healthcare Equipment & Supplies | 1.43 | - |
| IT - Services | 1.37 | - |
| Aerospace & Defense | 1.05 | 1.28 |
| Oil | 0.86 | - |
| Textiles & Apparels | 0.6 | 0.46 |
| Auto Components | 1.9 | 3.5 |
| Capital Markets | 9.03 | 4.01 |
| Commercial Services & Supplies | 0.66 | - |
| Telecom - Services | 2.31 | 2.7 |
| Financial Technology (Fintech) | 0.64 | - |
| Diversified FMCG | 0.28 | 2.16 |
| Household Products | 1.03 | - |
| Entertainment | 0.29 | 0.98 |
| Gas | - | 2.8 |
| Fertilizers & Agrochemicals | - | 1.56 |
| Power | - | 4.94 |
| Industrial Manufacturing | - | 2.13 |
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