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) ₹293 Cr ₹4274 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 24 Jul 2019
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% %
Expense Ratio 2.33 1.72
Manager Piyush Baranwal Rajeev Thakkar
ISIN Code INF03VN01647 INF879O01092
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month -5.41% -2.38%
6 Month 1.35% -1.03%
1 Year 20.01% 14.66%
3 Year - 15.69%
5 Year - 21.85%

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 13.13% 6.71%
3 Year - 18.88%
5 Year - 21.3%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 40.12% 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 3.76 17.59
Small Cap 35.91 10.65
Large Cap 43.84 64.26
Mid Cap 16.49 7.5

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 3.76 10.54
Realty 0.75 -
Petroleum Products 1.48 -
IT - Software 6.8 -
Pharmaceuticals & Biotechnology 5.9 -
Construction 2.41 -
Retailing 6.72 -
Finance 7.16 -
Electrical Equipment 4.98 -
Agricultural Food & other Products 0.09 -
Non - Ferrous Metals 0.38 -
Banks 13.61 -
Healthcare Services 2.04 -
Chemicals & Petrochemicals 1.79 -
Transport Services 1.21 -
Cement & Cement Products 0.92 -
Ferrous Metals 0.85 -
Consumer Durables 3.57 -
Leisure Services 1.14 -
Personal Products 1.62 -
Food Products 2.15 -
Industrial Products 4.23 -
Automobiles 2.09 -
Insurance 2.17 -
Beverages 0.73 -
Healthcare Equipment & Supplies 1.43 -
IT - Services 1.37 -
Aerospace & Defense 1.05 -
Oil 0.86 -
Textiles & Apparels 0.6 -
Auto Components 1.9 -
Capital Markets 9.03 -
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 -
Financial - 36.57
Technology - 13.73
Healthcare - 3.51
Services - 2.08
Consumer Staples - 6.76
Energy - 7.26
Capital Goods - 0.23
Automobile - 11.08
Materials - 6.44
Metals & Mining - 1.8

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