WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Bandhan ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹438 Cr | ₹7215 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 26 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 0.0% | 13% |
| Expense Ratio | 2.34 | 1.76 |
| Manager | Piyush Baranwal | Ritika Behera |
| ISIN Code | INF03VN01647 | INF194K01292 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.15% | 1.27% |
| 6 Month | 4.75% | 5.97% |
| 1 Year | 2.29% | 3.69% |
| 3 Year | 19.39% | 14.75% |
| 5 Year | - | 20.15% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.72% | 4.3% |
| 1 Year | 16.55% | 16.35% |
| 3 Year | 19.64% | 13.55% |
| 5 Year | - | 15.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 32.1% | 13.41% |
| 3 Year | - | 16.52% |
| 5 Year | - | 17.07% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.71% | 11.60% |
| Sharp | 0.99% | 0.73% |
| Beta | 0.92% | 0.86% |
| Alpha | 3.98% | 0.37% |
Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Ritika Behera |
| Total AUM | ₹5379 Cr | ₹43013 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.63 | 5.6 |
| Large Cap | 49.95 | 70.14 |
| Small Cap | 28.83 | 12.98 |
| Mid Cap | 10.6 | 11.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.09 | 4.51 |
| Communication Services | 5.4 | 2.65 |
| Energy | 3.08 | 7.79 |
| Financial Services | 32.01 | 33.31 |
| Technology | 9.54 | 10.48 |
| Basic Materials | 5.89 | 7.85 |
| Consumer Defensive | 3.48 | 8.78 |
| Healthcare | 8.89 | 5.57 |
| Industrials | 11.97 | 4.45 |
| Consumer Cyclical | 16.72 | 10.54 |
| Real Estate | 1.66 | 2.13 |
| Utilities | 0.26 | 1.95 |
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