WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Tata ELSS Tax Saver Fund compare

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tortoise-icon WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹247 Cr ₹4552 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 2.32 1.81
Manager Piyush Baranwal Sailesh Jain
ISIN Code INF03VN01647 INF277K01I52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 3% 2.55%
6 Month 20.88% 20.97%
1 Year 43.76% 36.67%
3 Year - 19.99%
5 Year - 20.85%

SIP Return Analysis

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year 17.34% 14.48%
3 Year 31.26% 34.65%
5 Year 31.26% 67.29%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 41.18% 13.73%
3 Year - 14.85%
5 Year - 13.09%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 10.25 2.77
Large Cap 48.2 59.14
Mid Cap 12.17 13.56
Small Cap 29.38 24.53

Sector Allocation

Scheme Name

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Others 1.59 2.54
Energy 2.85 8.18
Materials 2.7 5.07
Technology 6.12 7.33
Automobile 4.65 10.21
Healthcare 9.39 4.5
Construction 4.38 6.73
Metals & Mining 2.63 2.8
Financial 27.61 28.11
Capital Goods 10.58 7.31
Services 11.52 5.23
Consumer Staples 7.46 2.74
Chemicals 1.34 1.96
Consumer Discretionary 3.56 1.59
Textiles 1.05 -
Communication 1.68 3.3
Insurance 0.89 2.4

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