WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare

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

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tortoise-icon Sundaram ELSS Tax Saver Fund Regular Growth

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tortoise-icon Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular 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 Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Fund WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Average
Asset Size (Cr) ₹247 Cr ₹1356 Cr ₹1356 Cr
Min Investment ₹500 ₹500 ₹500
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 14 Oct 2022 01 May 2013 01 May 2013
Category ELSS ELSS ELSS
Fund Type Open Ended Open Ended Open-Ended
Benchmark BSE 500 NIFTY 500 TRI NIFTY 500 TRI
Turn Over 0.0% % %
Expense Ratio 2.32 2.19 2.19
Manager Piyush Baranwal Sudhir Kedia Sudhir Kedia
ISIN Code INF03VN01647 INF173K01361 INF173K01361
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Month -4.76% -5.79% -5.79%
6 Month 11.48% 3.76% 3.76%
1 Year 33.82% 21.53% 21.53%
3 Year - 12.27% 12.27%
5 Year - 18.43% 18.43%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
6 Month - - -
1 Year 30.22% 15.29% 15.29%
3 Year - 19.18% 19.18%
5 Year - 20.59% 20.59%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
1 Year 41.12% 19% 19%
3 Year - 16.75% 16.75%
5 Year - 14.41% 14.41%

Risk Management

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Standard Deviation 4.98% 11.66% 11.66%
Sharp - 0.62% 0.62%
Beta - 0.87% 0.87%
Alpha - -0.24% -0.24%

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Fund Managers

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
Name Piyush Baranwal Sudhir Kedia Sudhir Kedia
Total AUM ₹5379 Cr ₹10423 Cr ₹10423 Cr
Fund Manage 9 8 8
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Sundaram ELSS Tax Saver Fund Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Sundaram ELSS Tax Saver Fund Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Others 10.25 9.41 9.41
Large Cap 48.2 67.45 67.45
Mid Cap 12.17 10.42 10.42
Small Cap 29.38 12.66 12.66

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Sundaram ELSS Tax Saver Fund Regular Growth

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

Others 1.59 3.29 3.29
Energy 2.85 6.62 6.62
Materials 2.7 2.35 2.35
Technology 6.12 8.24 8.24
Automobile 4.65 6.19 6.19
Healthcare 9.39 7.44 7.44
Construction 4.38 3.09 3.09
Metals & Mining 2.63 0.9 0.9
Financial 27.61 28.95 28.95
Capital Goods 10.58 6.07 6.07
Services 11.52 10.2 10.2
Consumer Staples 7.46 5.93 5.93
Chemicals 1.34 1.7 1.7
Consumer Discretionary 3.56 3.08 3.08
Textiles 1.05 - -
Communication 1.68 4.3 4.3
Insurance 0.89 - -
Unclassified - 1.59 1.59

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