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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 | 2.76% | 2.31% |
| 6 Month | -1.31% | -4.31% |
| 1 Year | 14.05% | 7.97% |
| 3 Year | - | 14.85% |
| 5 Year | - | 22.74% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 6 Month | 0.86% | - |
| 1 Year | 1.06% | -5.11% |
| 3 Year | - | 14.43% |
| 5 Year | - | 16.22% |
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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