- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹312 Cr | ₹1299 Cr | ₹1299 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 | 2.34 | 2.23 | 2.23 |
| 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 |
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 | -2.6% | -3.7% | -3.7% |
| 6 Month | -9.66% | -11.61% | -11.61% |
| 1 Year | 10.5% | 1.74% | 1.74% |
| 3 Year | - | 12.85% | 12.85% |
| 5 Year | - | 19.41% | 19.41% |
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 | -9.23% | -8.03% | -8.03% |
| 1 Year | -10.53% | -13.74% | -13.74% |
| 3 Year | - | 10.2% | 10.2% |
| 5 Year | - | 14.45% | 14.45% |
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 | 39.06% | 18.94% | 18.94% |
| 3 Year | - | 16.61% | 16.61% |
| 5 Year | - | 14.51% | 14.51% |
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 | - | 11.66% | 11.66% |
| Sharp | - | 0.44% | 0.44% |
| Beta | - | 0.87% | 0.87% |
| Alpha | - | -0.29% | -0.29% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.29028 | 7.27679 | 7.27679 |
| Large Cap | 47.09836 | 67.24836 | 67.24836 |
| Small Cap | 34.18515 | 11.74108 | 11.74108 |
| Mid Cap | 13.42623 | 13.73374 | 13.73374 |
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 | 4.29176 | 5.19795 | 5.19795 |
| Energy | 2.48768 | 5.45083 | 5.45083 |
| Financial Services | 30.87724 | 31.34967 | 31.34967 |
| Technology | 12.37747 | 8.27645 | 8.27645 |
| Basic Materials | 5.40255 | 4.59434 | 4.59434 |
| Consumer Cyclical | 14.13138 | 10.84319 | 10.84319 |
| Healthcare | 8.3727 | 7.15653 | 7.15653 |
| Industrials | 11.80364 | 12.70123 | 12.70123 |
| Consumer Defensive | 4.79828 | 7.11897 | 7.11897 |
| Utilities | 0.86849 | 1.37995 | 1.37995 |
| Real Estate | 0.80975 | - | - |
| Communication Services | 3.77908 | 5.93086 | 5.93086 |
Top Comparisons
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns13.66%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.84%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.55%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.43%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.43%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns11.7%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.29%
