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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
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) | ₹312 Cr | ₹27306 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 TRI |
| Turn Over | 0.0% | 15% |
| Expense Ratio | 2.34 | 1.6 |
| Manager | Piyush Baranwal | Dinesh Balachandran |
| ISIN Code | INF03VN01647 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./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 | -2.6% | -2% |
| 6 Month | -9.66% | -10.71% |
| 1 Year | 10.5% | 5.7% |
| 3 Year | - | 23.39% |
| 5 Year | - | 25.45% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | -9.23% | -7.7% |
| 1 Year | -10.53% | -11.82% |
| 3 Year | - | 21.28% |
| 5 Year | - | 22.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 39.06% | 10.61% |
| 3 Year | - | 12.89% |
| 5 Year | - | 13.14% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | - | 14.317% |
| Sharp | - | 1.06% |
| Beta | - | 0.966% |
| Alpha | - | 8.908% |
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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 | 5.29028 | 9.83866 |
| Large Cap | 47.09836 | 59.98064 |
| Small Cap | 34.18515 | 10.20202 |
| Mid Cap | 13.42623 | 19.97863 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.29176 | 9.76154 |
| Energy | 2.48768 | 8.03366 |
| Financial Services | 30.87724 | 25.04649 |
| Technology | 12.37747 | 10.54461 |
| Basic Materials | 5.40255 | 7.39798 |
| Consumer Cyclical | 14.13138 | 8.83256 |
| Healthcare | 8.3727 | 7.38488 |
| Industrials | 11.80364 | 9.84964 |
| Consumer Defensive | 4.79828 | 4.14215 |
| Utilities | 0.86849 | 4.72567 |
| Real Estate | 0.80975 | 0.96714 |
| Communication Services | 3.77908 | 3.31363 |
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