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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs Bandhan 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 Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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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 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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