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

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Sundaram ELSS Tax Saver Fund Regular Growth

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

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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	Very High	Very High
Asset Size (Cr)	₹293 Cr	₹1351 Cr	₹1351 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	14 Oct 2022	31 Mar 1996	31 Mar 1996
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	2.33	2.21	2.21
Manager	Piyush Baranwal	Sudhir Kedia	Sudhir Kedia
ISIN Code	INF03VN01647	INF173K01361	INF173K01361
Exits Load	Data not available./365	Data not available./365	Data not available./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	0.03%	-0.55%	-0.55%
6 Month	8.99%	0.78%	0.78%
1 Year	28.17%	15.81%	15.81%
3 Year	-	14.93%	14.93%
5 Year	-	18.62%	18.62%

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	25.56%	9.62%	9.62%
3 Year	-	18.66%	18.66%
5 Year	-	20.15%	20.15%

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	40.12%	19%	19%
3 Year	-	16.75%	16.75%
5 Year	-	14.41%	14.41%

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	-	0.72%	0.72%
Beta	-	0.87%	0.87%
Alpha	-	0.11%	0.11%

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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
Others	3.76	2.16	2.16
Small Cap	35.91	12.49	12.49
Large Cap	43.84	69.38	69.38
Mid Cap	16.49	16.11	16.11

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	3.76	2.16	2.16
Realty	0.75	0.28	0.28
Petroleum Products	1.48	4.79	4.79
IT - Software	6.8	7.54	7.54
Pharmaceuticals & Biotechnology	5.9	7.74	7.74
Construction	2.41	3.08	3.08
Retailing	6.72	2.32	2.32
Finance	7.16	4.31	4.31
Electrical Equipment	4.98	2.26	2.26
Agricultural Food & other Products	0.09	0.89	0.89
Non - Ferrous Metals	0.38	-	-
Banks	13.61	25.09	25.09
Healthcare Services	2.04	1.03	1.03
Chemicals & Petrochemicals	1.79	1.01	1.01
Transport Services	1.21	2.94	2.94
Cement & Cement Products	0.92	2.5	2.5
Ferrous Metals	0.85	-	-
Consumer Durables	3.57	4.04	4.04
Leisure Services	1.14	1.4	1.4
Personal Products	1.62	-	-
Food Products	2.15	-	-
Industrial Products	4.23	2.08	2.08
Automobiles	2.09	5.05	5.05
Insurance	2.17	1.65	1.65
Beverages	0.73	2.15	2.15
Healthcare Equipment & Supplies	1.43	-	-
IT - Services	1.37	-	-
Aerospace & Defense	1.05	0.65	0.65
Oil	0.86	0.79	0.79
Textiles & Apparels	0.6	-	-
Auto Components	1.9	0.97	0.97
Capital Markets	9.03	3.06	3.06
Commercial Services & Supplies	0.66	-	-
Telecom - Services	2.31	4.92	4.92
Financial Technology (Fintech)	0.64	-	-
Diversified FMCG	0.28	3.36	3.36
Household Products	1.03	-	-
Entertainment	0.29	-	-
Gas	-	0.61	0.61
Power	-	0.99	0.99
Transport Infrastructure	-	0.48	0.48