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 -5.14% -5.91%
6 Month 11.03% 14.77%
1 Year 33.29% 49.73%
3 Year - 23.17%
5 Year - 22.7%

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 30.22% 39.38%
3 Year - 36.4%
5 Year - 29.92%

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 41.12% 15.51%
3 Year - 15.1%
5 Year - 12.78%

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

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

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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

Others 1.59 3.33
Energy 2.85 -
Materials 2.7 -
Technology 6.12 -
Automobile 4.65 -
Healthcare 9.39 -
Construction 4.38 -
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 -
Banks - 8.53
Electrical Equipment - 15.32
Aerospace & Defense - 9.29
Chemicals & Petrochemicals - 2.73
Finance - 7.03
Realty - 8.41
Consumer Durables - 7.33
Telecom - Services - 2.31
Healthcare Services - 3.22
IT - Software - 2.77
Industrial Manufacturing - 5.82
Pharmaceuticals & Biotechnology - 2.37
Capital Markets - 4.95
Retailing - 14.2
Auto Components - 2.39

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