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

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

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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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 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 -5.14% -4.1%
6 Month 11.03% 9.59%
1 Year 33.29% 25.75%
3 Year - 16.58%
5 Year - 22.52%

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 30.22% 23.22%
3 Year - 23.54%
5 Year - 24.34%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 41.12% 26.51%
3 Year - 22.63%
5 Year - 24.62%

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%

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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 -

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