WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Parag Parikh Tax Saver Fund Regular compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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 Parag Parikh Tax Saver Fund Regular - Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹247 Cr ₹3731 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 05 Jul 2019
Category ELSS ELSS
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% %
Expense Ratio 2.32 1.71
Manager Piyush Baranwal Rajeev Thakkar
ISIN Code INF03VN01647 INF879O01092
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month 3% 1.82%
6 Month 20.88% 15.27%
1 Year 43.76% 37.41%
3 Year - 21.31%
5 Year - 24.85%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month - -
1 Year 17.34% 13.16%
3 Year 31.26% 35.74%
5 Year 31.26% 78.64%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 27.1% 24.55%
3 Year 35.75% 60.04%
5 Year 35.75% 82.53%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 4.98% 9.65%
Sharp - 1.4%
Beta - 0.66%
Alpha - 5.01%

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 Parag Parikh Tax Saver Fund Regular - Growth
Name Piyush Baranwal Rajeev Thakkar
Total AUM ₹5379 Cr ₹0 Cr
Fund Manage 9 5
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 10.25 17.59
Large Cap 48.2 64.26
Mid Cap 12.17 7.5
Small Cap 29.38 10.65

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 1.59 10.54
Energy 2.85 7.26
Materials 2.7 6.44
Technology 6.12 13.73
Automobile 4.65 11.08
Healthcare 9.39 3.51
Construction 4.38 -
Metals & Mining 2.63 1.8
Financial 27.61 36.57
Capital Goods 10.58 0.23
Services 11.52 2.08
Consumer Staples 7.46 6.76
Chemicals 1.34 -
Consumer Discretionary 3.56 -
Textiles 1.05 -
Communication 1.68 -
Insurance 0.89 -

Top Comparisons

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns5.61%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns5.75%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

VS

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns5.8%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.23%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns5.04%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.15%

VS

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns31.13%

Compare Now
Request call back
Add to Cart Successfully