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

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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	-4.73%	-5%
6 Month	-6.2%	-10.56%
1 Year	11.4%	6.72%
3 Year	-	13.07%
5 Year	-	15.27%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	-2.53%	-7.98%
3 Year	-	12.88%
5 Year	-	16.28%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	39.06%	13.97%
3 Year	-	14.85%
5 Year	-	13.39%

Scheme Name	WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	-	13.843%
Sharp	-	0.555%
Beta	-	0.966%
Alpha	-	0.163%

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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