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) | ₹414 Cr | ₹6948 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 | 3.25% | 3.15% |
| 6 Month | 8.98% | 6.89% |
| 1 Year | 6.26% | 3.89% |
| 3 Year | 19.95% | 15.32% |
| 5 Year | - | 23.65% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.31% | 0.45% |
| 1 Year | 6.61% | 6.82% |
| 3 Year | 16.91% | 10.71% |
| 5 Year | - | 13.72% |
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% | 13.73% |
| 3 Year | - | 16.61% |
| 5 Year | - | 16.99% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.61% |
| Sharp | - | 0.73% |
| Beta | - | 0.88% |
| Alpha | - | 0.76% |
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 | 12.15 | 5.76 |
| Large Cap | 48.7 | 70.08 |
| Small Cap | 28.76 | 13.02 |
| Mid Cap | 10.38 | 11.14 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.16 | 4.19 |
| Communication Services | 5.22 | 2.71 |
| Energy | 2.76 | 7.46 |
| Financial Services | 31.53 | 33.36 |
| Technology | 8.93 | 10.33 |
| Basic Materials | 5.4 | 8.91 |
| Consumer Defensive | 3.65 | 8.34 |
| Healthcare | 8.79 | 5.55 |
| Industrials | 11.78 | 4.69 |
| Consumer Cyclical | 17.19 | 10.42 |
| Real Estate | 1.33 | 2.05 |
| Utilities | 0.27 | 1.99 |
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