WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Mahindra Manulife ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹312 Cr | ₹896 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 18 Oct 2016 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 73% |
Expense Ratio | 2.34 | 2.18 |
Manager | Piyush Baranwal | Manish Lodha |
ISIN Code | INF03VN01647 | INF174V01077 |
Exits Load | Data not available./365 | Data not available./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 | -4.73% | -2.42% |
6 Month | -6.2% | -11.22% |
1 Year | 11.4% | 3.42% |
3 Year | - | 11.68% |
5 Year | - | 16.23% |
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 | -2.53% | -9.26% |
3 Year | - | 11.08% |
5 Year | - | 15.75% |
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 | 39.06% | 9.25% |
3 Year | - | 16.49% |
5 Year | - | 13.21% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.109% |
Sharp | - | 0.461% |
Beta | - | 0.93% |
Alpha | - | -1.183% |
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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 | 3.76 | 3.83 |
Small Cap | 35.91 | 19.46 |
Large Cap | 43.84 | 63.84 |
Mid Cap | 16.49 | 12.87 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth |
---|---|---|
Others | 3.76 | 3.83 |
Realty | 0.75 | - |
Petroleum Products | 1.48 | 6.08 |
IT - Software | 6.8 | 8.74 |
Pharmaceuticals & Biotechnology | 5.9 | 3.6 |
Construction | 2.41 | 5.49 |
Retailing | 6.72 | 2.12 |
Finance | 7.16 | 2.53 |
Electrical Equipment | 4.98 | 0.76 |
Agricultural Food & other Products | 0.09 | - |
Non - Ferrous Metals | 0.38 | 0.67 |
Banks | 13.61 | 26.84 |
Healthcare Services | 2.04 | - |
Chemicals & Petrochemicals | 1.79 | 3.03 |
Transport Services | 1.21 | 0.83 |
Cement & Cement Products | 0.92 | 3.19 |
Ferrous Metals | 0.85 | 0.88 |
Consumer Durables | 3.57 | 6.61 |
Leisure Services | 1.14 | 0.93 |
Personal Products | 1.62 | 0.86 |
Food Products | 2.15 | 1.79 |
Industrial Products | 4.23 | 2.11 |
Automobiles | 2.09 | 2.61 |
Insurance | 2.17 | 1.39 |
Beverages | 0.73 | - |
Healthcare Equipment & Supplies | 1.43 | - |
IT - Services | 1.37 | - |
Aerospace & Defense | 1.05 | - |
Oil | 0.86 | 0.5 |
Textiles & Apparels | 0.6 | 2.33 |
Auto Components | 1.9 | 2.48 |
Capital Markets | 9.03 | 1.27 |
Commercial Services & Supplies | 0.66 | - |
Telecom - Services | 2.31 | 1.81 |
Financial Technology (Fintech) | 0.64 | - |
Diversified FMCG | 0.28 | 2.62 |
Household Products | 1.03 | - |
Entertainment | 0.29 | - |
Power | - | 3.19 |
Industrial Manufacturing | - | 0.91 |
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