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
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) | ₹312 Cr | ₹4398 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 | 2.34 | 1.82 |
Manager | Piyush Baranwal | Sailesh Jain |
ISIN Code | INF03VN01647 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./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 | 6.89% | 7.23% |
6 Month | -8.28% | -12.31% |
1 Year | 14.4% | 9.66% |
3 Year | - | 13.34% |
5 Year | - | 24.24% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -4.92% | -5.35% |
1 Year | -2.8% | -8.18% |
3 Year | - | 13.89% |
5 Year | - | 16.29% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 38.18% | 13.97% |
3 Year | - | 14.85% |
5 Year | - | 13.39% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | - | 14.429% |
Sharp | - | 0.451% |
Beta | - | 0.972% |
Alpha | - | 0.237% |
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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 |
Funds Managed | 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 | 5.29 | 5.12 |
Large Cap | 47.1 | 60.14 |
Small Cap | 34.19 | 24.69 |
Mid Cap | 13.43 | 10.05 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 4.29 | 4.54 |
Energy | 2.49 | 5.19 |
Financial Services | 30.88 | 31.02 |
Technology | 12.38 | 7.95 |
Basic Materials | 5.4 | 7.21 |
Consumer Cyclical | 14.13 | 16.2 |
Healthcare | 8.37 | 3.54 |
Industrials | 11.8 | 13.81 |
Consumer Defensive | 4.8 | 1.49 |
Utilities | 0.87 | 2.54 |
Real Estate | 0.81 | 2.78 |
Communication Services | 3.78 | 3.74 |
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