WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs NIPPON INDIA ELSS TAX SAVER FUND compare

Link copied to clipboard!

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

Invest Now

tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Invest Now

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 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 Very High
Asset Size (Cr) ₹293 Cr ₹15673 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 2.33 1.7
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 -5.41% -5.28%
6 Month 1.35% -7.83%
1 Year 20.01% 11.28%
3 Year - 14.38%
5 Year - 15.88%

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 13.13% -0.53%
3 Year - 18.15%
5 Year - 20.35%

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 40.12% 11.45%
3 Year - 11.83%
5 Year - 12.64%

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 4.98% 12.81%
Sharp - 0.75%
Beta - 0.98%
Alpha - 2.1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.03%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns6.39%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.9%

VS

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns6.92%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.34%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns21.18%

Compare Now

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option Canara Robeco Focused Equity Fund - Regular Plan - Growth Option

3Y Returns13.38%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns15.21%

Compare Now
Request call back
Add to Cart Successfully