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
| 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 |
| 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% |
| 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% |
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
|---|---|---|
| 1 Year | 27.1% | 21% |
| 3 Year | 35.75% | 53.22% |
| 5 Year | 35.75% | 76.33% |
| 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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| 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 | 10.25 | 2.77 |
| Large Cap | 48.2 | 59.14 |
| Mid Cap | 12.17 | 13.56 |
| Small Cap | 29.38 | 24.53 |
| 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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