WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare

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

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tortoise-icon Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

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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 Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹247 Cr ₹3710 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 05 Jan 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 70%
Expense Ratio 2.32 1.84
Manager Piyush Baranwal Rakesh Shetty
ISIN Code INF03VN01647 INF247L01544
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Month 3% 6.73%
6 Month 20.88% 29.38%
1 Year 43.76% 63.68%
3 Year - 25.84%
5 Year - 25.84%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
6 Month - -
1 Year 17.34% 24.74%
3 Year 31.26% 56.99%
5 Year 31.26% 96.29%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
1 Year 27.1% 25.72%
3 Year 35.75% 70.31%
5 Year 35.75% 108.16%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Standard Deviation 4.98% 13.65%
Sharp - 1.24%
Beta - 0.95%
Alpha - 4.45%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Name Piyush Baranwal Rakesh Shetty
Total AUM ₹5379 Cr ₹33886 Cr
Fund Manage 9 19
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Large Cap 48.2 35.29
Small Cap 29.38 21.58
Others 10.25 3.33
Mid Cap 12.17 39.8

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

Financial 27.61 -
Consumer Staples 7.46 -
Capital Goods 10.58 -
Construction 4.38 -
Energy 2.85 -
Services 11.52 -
Consumer Discretionary 3.56 -
Materials 2.7 -
Automobile 4.65 -
Technology 6.12 -
Healthcare 9.39 -
Communication 1.68 -
Others 1.59 3.33
Metals & Mining 2.63 -
Chemicals 1.34 -
Insurance 0.89 -
Textiles 1.05 -
Retailing - 14.2
Realty - 8.41
Consumer Durables - 7.33
Electrical Equipment - 15.32
Aerospace & Defense - 9.29
Industrial Manufacturing - 5.82
Banks - 8.53
Healthcare Services - 3.22
IT - Software - 2.77
Chemicals & Petrochemicals - 2.73
Capital Markets - 4.95
Finance - 7.03
Auto Components - 2.39
Pharmaceuticals & Biotechnology - 2.37
Telecom - Services - 2.31

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