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 | 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 | -6.6% | -3.77% | -3.77% |
| 6 Month | 0.71% | -3.8% | -3.8% |
| 1 Year | 20.1% | 12.9% | 12.9% |
| 3 Year | - | 12.64% | 12.64% |
| 5 Year | - | 18.22% | 18.22% |
| 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 | 20.29% | 6.6% | 6.6% |
| 3 Year | - | 17.6% | 17.6% |
| 5 Year | - | 19.52% | 19.52% |
| 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 |
|---|---|---|---|
| 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 | - | 0.62% | 0.62% |
| Beta | - | 0.87% | 0.87% |
| Alpha | - | 0.39% | 0.39% |
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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 |
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