WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs SBI Long Term Equity Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
| 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 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 3% | 3.97% |
| 6 Month | 20.88% | 19.19% |
| 1 Year | 43.76% | 54.37% |
| 3 Year | - | 26.96% |
| 5 Year | - | 27.98% |
| 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% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 27.1% | 27.83% |
| 3 Year | 35.75% | 76.83% |
| 5 Year | 35.75% | 116.62% |
| 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 | - | 1.51% |
| Beta | - | 0.93% |
| Alpha | - | 9.01% |
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| 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 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Large Cap | 48.2 | 52.27 |
| Small Cap | 29.38 | 14.68 |
| Others | 10.25 | 11 |
| Mid Cap | 12.17 | 22.05 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Financial | 27.61 | 20.96 |
| Consumer Staples | 7.46 | 2.64 |
| Capital Goods | 10.58 | 9 |
| Construction | 4.38 | 1.76 |
| Energy | 2.85 | 15.89 |
| Services | 11.52 | 3.69 |
| Consumer Discretionary | 3.56 | 0.58 |
| Materials | 2.7 | 2.39 |
| Automobile | 4.65 | 7.87 |
| Technology | 6.12 | 5.41 |
| Healthcare | 9.39 | 7.61 |
| Communication | 1.68 | 3.2 |
| Others | 1.59 | 9.03 |
| Metals & Mining | 2.63 | 5.52 |
| Chemicals | 1.34 | 1.45 |
| Insurance | 0.89 | 3 |
| Textiles | 1.05 | - |
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