WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Tata ELSS Tax Saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹293 Cr | ₹4680 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 20% |
| Expense Ratio | 2.33 | 1.81 |
| Manager | Piyush Baranwal | Sailesh Jain |
| ISIN Code | INF03VN01647 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Month | -5.41% | -4.47% |
| 6 Month | 1.35% | -2.54% |
| 1 Year | 20.01% | 14.45% |
| 3 Year | - | 13.75% |
| 5 Year | - | 16.69% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.13% | 6.46% |
| 3 Year | - | 18.07% |
| 5 Year | - | 19.23% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 40.12% | 13.74% |
| 3 Year | - | 14.85% |
| 5 Year | - | 13.09% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Standard Deviation | 4.98% | 12.5% |
| Sharp | - | 1.01% |
| Beta | - | 0.96% |
| Alpha | - | 0.31% |
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| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Name | Piyush Baranwal | Sailesh Jain |
| Total AUM | ₹5379 Cr | ₹17041 Cr |
| Fund Manage | 9 | 7 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 3.76 | 3.66 |
| Small Cap | 35.91 | 27.54 |
| Large Cap | 43.84 | 57.29 |
| Mid Cap | 16.49 | 11.51 |
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| Others | 3.76 | 3.66 |
| Realty | 0.75 | 2.92 |
| Petroleum Products | 1.48 | 3.84 |
| IT - Software | 6.8 | 7.17 |
| Pharmaceuticals & Biotechnology | 5.9 | 4.62 |
| Construction | 2.41 | 4.21 |
| Retailing | 6.72 | 2.27 |
| Finance | 7.16 | 3.79 |
| Electrical Equipment | 4.98 | - |
| Agricultural Food & other Products | 0.09 | - |
| Non - Ferrous Metals | 0.38 | 1.32 |
| Banks | 13.61 | 21.81 |
| Healthcare Services | 2.04 | - |
| Chemicals & Petrochemicals | 1.79 | 0.46 |
| Transport Services | 1.21 | - |
| Cement & Cement Products | 0.92 | 2.9 |
| Ferrous Metals | 0.85 | - |
| Consumer Durables | 3.57 | 1.95 |
| Leisure Services | 1.14 | 2.9 |
| Personal Products | 1.62 | - |
| Food Products | 2.15 | - |
| Industrial Products | 4.23 | 3.87 |
| Automobiles | 2.09 | 1.36 |
| Insurance | 2.17 | 2.58 |
| Beverages | 0.73 | 1.77 |
| Healthcare Equipment & Supplies | 1.43 | - |
| IT - Services | 1.37 | 1.01 |
| Aerospace & Defense | 1.05 | 0.87 |
| Oil | 0.86 | - |
| Textiles & Apparels | 0.6 | 0.41 |
| Auto Components | 1.9 | 8.63 |
| Capital Markets | 9.03 | 1.44 |
| Commercial Services & Supplies | 0.66 | - |
| Telecom - Services | 2.31 | 3.49 |
| Financial Technology (Fintech) | 0.64 | - |
| Diversified FMCG | 0.28 | - |
| Household Products | 1.03 | 0.89 |
| Entertainment | 0.29 | 1.48 |
| Minerals & Mining | - | 1.77 |
| Gas | - | 0.76 |
| Consumable Fuels | - | 1.4 |
| Fertilizers & Agrochemicals | - | 1.44 |
| Power | - | 3.01 |
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