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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Get Free Experts GuidanceScheme 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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