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) | ₹451 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 | -2.69% | -0.07% |
| 6 Month | 2.31% | 4.22% |
| 1 Year | 0.08% | 4.51% |
| 3 Year | 19.66% | 15.26% |
| 5 Year | - | 19.47% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 3.47% |
| 1 Year | 13.21% | 15.96% |
| 3 Year | 17.83% | 12.85% |
| 5 Year | - | 14.49% |
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% | 13.31% |
| 3 Year | - | 16.49% |
| 5 Year | - | 17.09% |
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% | 11.58% |
| Sharp | 0.99% | 0.71% |
| Beta | 0.92% | 0.86% |
| Alpha | 4.66% | 0.81% |
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 | 12.18 | 5.68 |
| Large Cap | 49.05 | 70 |
| Small Cap | 27.8 | 12.68 |
| Mid Cap | 10.96 | 11.64 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.95 | 5.36 |
| Communication Services | 5.26 | 2.6 |
| Energy | 3.08 | 8.04 |
| Financial Services | 31.84 | 33.14 |
| Technology | 9.58 | 11 |
| Basic Materials | 6.54 | 7.42 |
| Consumer Defensive | 2.83 | 8.65 |
| Healthcare | 8.93 | 5.77 |
| Industrials | 11.52 | 4.2 |
| Real Estate | 1.65 | 2.19 |
| Consumer Cyclical | 16.58 | 9.77 |
| Utilities | 0.24 | 1.85 |
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