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) | ₹407 Cr | ₹6899 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 | 2.49% | 3% |
6 Month | 15.68% | 13.06% |
1 Year | 2.75% | -4% |
3 Year | - | 14.73% |
5 Year | - | 23.38% |
SIP Return Analysis
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.11% | 3.43% |
1 Year | 11.99% | 9.3% |
3 Year | - | 13.06% |
5 Year | - | 15.44% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 33.95% | 14.18% |
3 Year | - | 16.74% |
5 Year | - | 16.93% |
Risk Management
Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 11.71% |
Sharp | - | 0.66% |
Beta | - | 0.86% |
Alpha | - | 1.48% |
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 | 10.92 | 5.71 |
Large Cap | 47.94 | 68.79 |
Small Cap | 31.34 | 14.17 |
Mid Cap | 9.81 | 11.33 |
Sector Allocation
Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
---|---|---|
Others | 2.35 | 4.69 |
Communication Services | 5.43 | 2.47 |
Energy | 2.79 | 7.52 |
Financial Services | 32.36 | 32.99 |
Technology | 9.65 | 8.81 |
Basic Materials | 5.86 | 9.49 |
Healthcare | 9.39 | 6.17 |
Industrials | 11.94 | 4.97 |
Consumer Cyclical | 14.98 | 10.27 |
Real Estate | 0.75 | 2.14 |
Consumer Defensive | 4.21 | 8.62 |
Utilities | 0.29 | 1.85 |
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