WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs NIPPON INDIA ELSS TAX SAVER FUND compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹312 Cr | ₹14449 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 14 Oct 2022 | 21 Sep 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 23% |
Expense Ratio | 2.34 | 1.71 |
Manager | Piyush Baranwal | Ashutosh Bhargava |
ISIN Code | INF03VN01647 | INF204K01GK4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Month | -4.73% | -3.2% |
6 Month | -6.2% | -12% |
1 Year | 11.4% | 4.5% |
3 Year | - | 14.28% |
5 Year | - | 15.81% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -2.53% | -10.93% |
3 Year | - | 14.18% |
5 Year | - | 18.22% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
1 Year | 39.06% | 11.69% |
3 Year | - | 12% |
5 Year | - | 13.09% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 12.81% |
Sharp | - | 0.59% |
Beta | - | 1% |
Alpha | - | 0.52% |
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Fund Managers
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Name | Piyush Baranwal | Ashutosh Bhargava |
Total AUM | ₹5379 Cr | ₹121448 Cr |
Fund Manage | 9 | 12 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 3.76 | 0.48 |
Small Cap | 35.91 | 16.22 |
Large Cap | 43.84 | 69.89 |
Mid Cap | 16.49 | 13.41 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
---|---|---|
Others | 3.76 | 0.48 |
Realty | 0.75 | 0.69 |
Petroleum Products | 1.48 | 2.72 |
IT - Software | 6.8 | 6.12 |
Pharmaceuticals & Biotechnology | 5.9 | 3.31 |
Construction | 2.41 | 3.55 |
Retailing | 6.72 | 2.97 |
Finance | 7.16 | 9.34 |
Electrical Equipment | 4.98 | - |
Agricultural Food & other Products | 0.09 | 0.9 |
Non - Ferrous Metals | 0.38 | - |
Banks | 13.61 | 21.93 |
Healthcare Services | 2.04 | 1 |
Chemicals & Petrochemicals | 1.79 | 1.76 |
Transport Services | 1.21 | 1.29 |
Cement & Cement Products | 0.92 | 2.52 |
Ferrous Metals | 0.85 | - |
Consumer Durables | 3.57 | 2.45 |
Leisure Services | 1.14 | 1.86 |
Personal Products | 1.62 | - |
Food Products | 2.15 | - |
Industrial Products | 4.23 | 3.64 |
Automobiles | 2.09 | 2.01 |
Insurance | 2.17 | 4.61 |
Beverages | 0.73 | 4.14 |
Healthcare Equipment & Supplies | 1.43 | - |
IT - Services | 1.37 | - |
Aerospace & Defense | 1.05 | - |
Oil | 0.86 | - |
Textiles & Apparels | 0.6 | - |
Auto Components | 1.9 | 4.25 |
Capital Markets | 9.03 | 3.2 |
Commercial Services & Supplies | 0.66 | - |
Telecom - Services | 2.31 | 3.16 |
Financial Technology (Fintech) | 0.64 | - |
Diversified FMCG | 0.28 | 1.56 |
Household Products | 1.03 | - |
Entertainment | 0.29 | 1 |
Power | - | 6.62 |
Diversified | - | 1.12 |
Consumable Fuels | - | 1.8 |
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