WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Mahindra Manulife 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 Mahindra Manulife 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 WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹247 Cr ₹923 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 05 Oct 2016
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 73%
Expense Ratio 2.32 2.16
Manager Piyush Baranwal Manish Lodha
ISIN Code INF03VN01647 INF174V01077
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
1 Month 3% 0.09%
6 Month 20.88% 17.5%
1 Year 43.76% 32.56%
3 Year - 17.32%
5 Year - 21.9%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
6 Month - -
1 Year 17.34% 14.3%
3 Year 31.26% 34.28%
5 Year 31.26% 71.8%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
1 Year 27.1% 22.34%
3 Year 35.75% 54.83%
5 Year 35.75% 77.46%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Standard Deviation 4.98% 12.44%
Sharp - 0.94%
Beta - 0.93%
Alpha - -0.62%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Name Piyush Baranwal Manish Lodha
Total AUM ₹5379 Cr ₹10881 Cr
Fund Manage 9 9
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Others 10.25 3.54
Large Cap 48.2 63.09
Mid Cap 12.17 16.64
Small Cap 29.38 16.73

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

Others 1.59 2.51
Energy 2.85 -
Materials 2.7 -
Technology 6.12 -
Automobile 4.65 -
Healthcare 9.39 -
Construction 4.38 4.83
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 -
Automobiles - 3.64
Petroleum Products - 4.75
IT - Software - 11.26
Consumer Durables - 5.6
Diversified FMCG - 2.84
Non - Ferrous Metals - 0.96
Banks - 25.83
Chemicals & Petrochemicals - 2.03
Electrical Equipment - 1.29
Cement & Cement Products - 3.29
Leisure Services - 0.93
Pharmaceuticals & Biotechnology - 3.36
Telecom - Services - 2.32
IT - Services - 0.8
Transport Services - 1.55
Industrial Products - 2.22
Retailing - 3
Agricultural Food & other Products - 1
Oil - 1.2
Food Products - 2.02
Personal Products - 1.83
Auto Components - 2.99
Finance - 0.98
Industrial Manufacturing - 1.71
Power - 3.44
Ferrous Metals - 0.96
Textiles & Apparels - 0.86

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