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) | ₹293 Cr | ₹27559 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 | 2.33 | 1.6 |
| Manager | Piyush Baranwal | Dinesh Balachandran |
| ISIN Code | INF03VN01647 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 3.23% | 0.65% |
| 6 Month | 9.63% | 1.81% |
| 1 Year | 29.5% | 31.11% |
| 3 Year | - | 25.05% |
| 5 Year | - | 24.39% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.48% | 14.84% |
| 3 Year | - | 30.52% |
| 5 Year | - | 28.36% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 40.12% | 10.31% |
| 3 Year | - | 12.57% |
| 5 Year | - | 12.99% |
| 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 | - | 1.24% |
| Beta | - | 0.98% |
| Alpha | - | 7.54% |
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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 |
|---|---|---|
| Others | 3.76 | 9.1 |
| Small Cap | 35.91 | 12.09 |
| Large Cap | 43.84 | 55.87 |
| Mid Cap | 16.49 | 22.94 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
|---|---|---|
| Others | 3.76 | 9.1 |
| Realty | 0.75 | 1.13 |
| Petroleum Products | 1.48 | 5.48 |
| IT - Software | 6.8 | 9.4 |
| Pharmaceuticals & Biotechnology | 5.9 | 5.31 |
| Construction | 2.41 | 0.9 |
| Retailing | 6.72 | 1.87 |
| Finance | 7.16 | 3.01 |
| Electrical Equipment | 4.98 | 1.65 |
| Agricultural Food & other Products | 0.09 | - |
| Non - Ferrous Metals | 0.38 | 1.67 |
| Banks | 13.61 | 18.98 |
| Healthcare Services | 2.04 | 1.6 |
| Chemicals & Petrochemicals | 1.79 | 0.65 |
| Transport Services | 1.21 | 0.78 |
| Cement & Cement Products | 0.92 | 2.07 |
| Ferrous Metals | 0.85 | 2.8 |
| Consumer Durables | 3.57 | 0.88 |
| Leisure Services | 1.14 | 0.63 |
| Personal Products | 1.62 | 0.93 |
| Food Products | 2.15 | - |
| Industrial Products | 4.23 | 6.34 |
| Automobiles | 2.09 | 4.91 |
| Insurance | 2.17 | 2.65 |
| Beverages | 0.73 | 0.85 |
| Healthcare Equipment & Supplies | 1.43 | - |
| IT - Services | 1.37 | - |
| Aerospace & Defense | 1.05 | - |
| Oil | 0.86 | 1.64 |
| Textiles & Apparels | 0.6 | - |
| Auto Components | 1.9 | - |
| Capital Markets | 9.03 | 1.58 |
| Commercial Services & Supplies | 0.66 | - |
| Telecom - Services | 2.31 | 3.26 |
| Financial Technology (Fintech) | 0.64 | - |
| Diversified FMCG | 0.28 | 2.56 |
| Household Products | 1.03 | - |
| Entertainment | 0.29 | - |
| Gas | - | 3.3 |
| Fertilizers & Agrochemicals | - | 0.82 |
| Power | - | 3.25 |
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