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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Motilal Oswal ELSS Tax Saver Fund (MOFLTE) compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹312 Cr | ₹3876 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 21 Jan 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 70% |
| Expense Ratio | 2.34 | 1.82 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01647 | INF247L01544 |
| Exits Load | Data not available./365 | Data not available./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 | -4.73% | -10.77% |
| 6 Month | -6.2% | -14.06% |
| 1 Year | 11.4% | 9.22% |
| 3 Year | - | 19.28% |
| 5 Year | - | 17.59% |
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 | -2.53% | -14.11% |
| 3 Year | - | 20.59% |
| 5 Year | - | 21.51% |
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 | 39.06% | 16.36% |
| 3 Year | - | 15.34% |
| 5 Year | - | 13.44% |
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 | - | 17.012% |
| Sharp | - | 0.847% |
| Beta | - | 0.999% |
| Alpha | - | 6.603% |
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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 | 3.76 | 0.53 |
| Small Cap | 35.91 | 29.88 |
| Large Cap | 43.84 | 29.31 |
| Mid Cap | 16.49 | 40.29 |
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 | 3.76 | 0.53 |
| Realty | 0.75 | 6.96 |
| Petroleum Products | 1.48 | - |
| IT - Software | 6.8 | 3.15 |
| Pharmaceuticals & Biotechnology | 5.9 | 2.94 |
| Construction | 2.41 | - |
| Retailing | 6.72 | 13.79 |
| Finance | 7.16 | 5.3 |
| Electrical Equipment | 4.98 | 19.57 |
| Agricultural Food & other Products | 0.09 | - |
| Non - Ferrous Metals | 0.38 | - |
| Banks | 13.61 | 5.32 |
| Healthcare Services | 2.04 | 2.7 |
| Chemicals & Petrochemicals | 1.79 | 4.32 |
| Transport Services | 1.21 | - |
| Cement & Cement Products | 0.92 | - |
| Ferrous Metals | 0.85 | - |
| Consumer Durables | 3.57 | 8.81 |
| Leisure Services | 1.14 | - |
| Personal Products | 1.62 | - |
| Food Products | 2.15 | - |
| Industrial Products | 4.23 | 4.24 |
| Automobiles | 2.09 | - |
| Insurance | 2.17 | - |
| Beverages | 0.73 | - |
| Healthcare Equipment & Supplies | 1.43 | - |
| IT - Services | 1.37 | - |
| Aerospace & Defense | 1.05 | 7.24 |
| Oil | 0.86 | - |
| Textiles & Apparels | 0.6 | - |
| Auto Components | 1.9 | 2.66 |
| Capital Markets | 9.03 | 6.83 |
| Commercial Services & Supplies | 0.66 | - |
| Telecom - Services | 2.31 | - |
| Financial Technology (Fintech) | 0.64 | - |
| Diversified FMCG | 0.28 | - |
| Household Products | 1.03 | - |
| Entertainment | 0.29 | - |
| Industrial Manufacturing | - | 5.65 |
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