WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs SBI Long Term Equity Fund compare

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

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- 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 SBI Long Term Equity Fund - Regular Plan- Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹247 Cr ₹25732 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 14 Oct 2022 31 Mar 1993
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 0.0% 15%
Expense Ratio 2.32 1.61
Manager Piyush Baranwal Dinesh Balachandran
ISIN Code INF03VN01647 INF200K01495
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Month 3% -5.29%
6 Month 20.88% 10.56%
1 Year 43.76% 51.5%
3 Year - 23.98%
5 Year - 24.64%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year 17.34% 24.14%
3 Year 31.26% 61.1%
5 Year 31.26% 108.17%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
1 Year 41.18% 9.44%
3 Year - 10.41%
5 Year - 11.65%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
Standard Deviation 4.98% 13.09%
Sharp - 1.39%
Beta - 0.96%
Alpha - 9.53%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth
Name Piyush Baranwal Dinesh Balachandran
Total AUM ₹5379 Cr ₹69808 Cr
Fund Manage 9 4
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth SBI Long Term Equity Fund - Regular Plan- Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 10.25 11
Large Cap 48.2 52.27
Mid Cap 12.17 22.05
Small Cap 29.38 14.68

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 1.59 9.03
Energy 2.85 15.89
Materials 2.7 2.39
Technology 6.12 5.41
Automobile 4.65 7.87
Healthcare 9.39 7.61
Construction 4.38 1.76
Metals & Mining 2.63 5.52
Financial 27.61 20.96
Capital Goods 10.58 9
Services 11.52 3.69
Consumer Staples 7.46 2.64
Chemicals 1.34 1.45
Consumer Discretionary 3.56 0.58
Textiles 1.05 -
Communication 1.68 3.2
Insurance 0.89 3

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