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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) ₹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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