WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth compare
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
Chart Comparison
| 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 | ₹0 |
| 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 |
| 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 | 3% | 4.65% | 4.65% |
| 6 Month | 20.88% | 14.72% | 14.72% |
| 1 Year | 43.76% | 29.96% | 29.96% |
| 3 Year | - | 16.61% | 16.61% |
| 5 Year | - | 21.5% | 21.5% |
| 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 | 17.34% | 14.28% | 14.28% |
| 3 Year | 31.26% | 34.19% | 34.19% |
| 5 Year | 31.26% | 70.65% | 70.65% |
| 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 | 27.1% | 22.1% | 22.1% |
| 3 Year | 35.75% | 54.1% | 54.1% |
| 5 Year | 35.75% | 76.52% | 76.52% |
| 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 | - | 1.01% | 1.01% |
| Beta | - | 0.86% | 0.86% |
| Alpha | - | 0.54% | 0.54% |
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| 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 |
| 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 |
|---|---|---|---|
| Large Cap | 48.2 | 67.45 | 67.45 |
| Small Cap | 29.38 | 12.66 | 12.66 |
| Others | 10.25 | 9.41 | 9.41 |
| Mid Cap | 12.17 | 10.42 | 10.42 |
| 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 |
|---|---|---|---|
| Financial | 27.61 | 28.95 | 28.95 |
| Consumer Staples | 7.46 | 5.93 | 5.93 |
| Capital Goods | 10.58 | 6.07 | 6.07 |
| Construction | 4.38 | 3.09 | 3.09 |
| Energy | 2.85 | 6.62 | 6.62 |
| Services | 11.52 | 10.2 | 10.2 |
| Consumer Discretionary | 3.56 | 3.08 | 3.08 |
| Materials | 2.7 | 2.35 | 2.35 |
| Automobile | 4.65 | 6.19 | 6.19 |
| Technology | 6.12 | 8.24 | 8.24 |
| Healthcare | 9.39 | 7.44 | 7.44 |
| Communication | 1.68 | 4.3 | 4.3 |
| Others | 1.59 | 3.29 | 3.29 |
| Metals & Mining | 2.63 | 0.9 | 0.9 |
| Chemicals | 1.34 | 1.7 | 1.7 |
| Insurance | 0.89 | - | - |
| Textiles | 1.05 | - | - |
| Unclassified | - | 1.59 | 1.59 |
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